CIPMX vs. IVV
Compare and contrast key facts about Champlain Mid Cap Fund (CIPMX) and iShares Core S&P 500 ETF (IVV).
CIPMX is managed by Champlain Funds. It was launched on Jun 30, 2008. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIPMX or IVV.
Correlation
The correlation between CIPMX and IVV is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CIPMX vs. IVV - Performance Comparison
Key characteristics
CIPMX:
-0.17
IVV:
1.82
CIPMX:
-0.10
IVV:
2.45
CIPMX:
0.98
IVV:
1.33
CIPMX:
-0.10
IVV:
2.75
CIPMX:
-0.40
IVV:
11.40
CIPMX:
7.09%
IVV:
2.03%
CIPMX:
17.02%
IVV:
12.74%
CIPMX:
-45.33%
IVV:
-55.25%
CIPMX:
-25.38%
IVV:
-0.73%
Returns By Period
In the year-to-date period, CIPMX achieves a 2.67% return, which is significantly lower than IVV's 3.32% return. Over the past 10 years, CIPMX has underperformed IVV with an annualized return of 4.90%, while IVV has yielded a comparatively higher 13.23% annualized return.
CIPMX
2.67%
3.89%
1.56%
-3.37%
2.29%
4.90%
IVV
3.32%
4.27%
12.42%
22.48%
14.26%
13.23%
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CIPMX vs. IVV - Expense Ratio Comparison
CIPMX has a 1.09% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
CIPMX vs. IVV — Risk-Adjusted Performance Rank
CIPMX
IVV
CIPMX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Mid Cap Fund (CIPMX) and iShares Core S&P 500 ETF (IVV). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CIPMX vs. IVV - Dividend Comparison
CIPMX has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.19% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.26% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
CIPMX vs. IVV - Drawdown Comparison
The maximum CIPMX drawdown since its inception was -45.33%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for CIPMX and IVV. For additional features, visit the drawdowns tool.
Volatility
CIPMX vs. IVV - Volatility Comparison
Champlain Mid Cap Fund (CIPMX) and iShares Core S&P 500 ETF (IVV) have volatilities of 3.32% and 3.37%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.