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.
Performance
CIPMX vs. IVV - Performance Comparison
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CIPMX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | -11.25% | 1.44% | 13.94% | 15.40% | -26.53% | 24.48% | 29.03% | 26.27% | 3.41% | 13.62% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, CIPMX achieves a -11.25% return, which is significantly lower than IVV's -4.38% return. Over the past 10 years, CIPMX has underperformed IVV with an annualized return of 9.07%, while IVV has yielded a comparatively higher 14.02% annualized return.
CIPMX
- 1D
- -0.11%
- 1M
- -10.29%
- YTD
- -11.25%
- 6M
- -11.52%
- 1Y
- -4.55%
- 3Y*
- 3.95%
- 5Y*
- 0.88%
- 10Y*
- 9.07%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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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.
Return for Risk
CIPMX vs. IVV — Risk / Return Rank
CIPMX
IVV
CIPMX vs. IVV - Risk-Adjusted Trends 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.
| CIPMX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.24 | 0.97 | -1.21 |
Sortino ratioReturn per unit of downside risk | -0.21 | 1.49 | -1.70 |
Omega ratioGain probability vs. loss probability | 0.97 | 1.23 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.45 | 1.53 | -1.98 |
Martin ratioReturn relative to average drawdown | -1.49 | 7.32 | -8.81 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIPMX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.24 | 0.97 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.05 | 0.70 | -0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.78 | -0.30 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.42 | +0.04 |
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.
Dividends
CIPMX vs. IVV - Dividend Comparison
CIPMX's dividend yield for the trailing twelve months is around 20.48%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPMX Champlain Mid Cap Fund | 20.48% | 18.17% | 15.31% | 0.30% | 1.44% | 10.24% | 4.62% | 4.06% | 6.70% | 0.00% | 4.28% | 8.32% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
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.
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Drawdown Indicators
| CIPMX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.33% | -55.25% | +9.92% |
Max Drawdown (1Y)Largest decline over 1 year | -14.68% | -12.06% | -2.62% |
Max Drawdown (5Y)Largest decline over 5 years | -33.20% | -24.53% | -8.67% |
Max Drawdown (10Y)Largest decline over 10 years | -33.84% | -33.90% | +0.06% |
Current DrawdownCurrent decline from peak | -14.85% | -6.26% | -8.59% |
Average DrawdownAverage peak-to-trough decline | -7.95% | -10.85% | +2.90% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.41% | 2.53% | +1.88% |
Volatility
CIPMX vs. IVV - Volatility Comparison
The current volatility for Champlain Mid Cap Fund (CIPMX) is 4.41%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. This indicates that CIPMX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPMX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.41% | 5.30% | -0.89% |
Volatility (6M)Calculated over the trailing 6-month period | 10.68% | 9.45% | +1.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.84% | 18.31% | +1.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.96% | 16.89% | +2.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.82% | 18.04% | +0.78% |