CSIFX vs. IVV
Compare and contrast key facts about Calvert Balanced Fund (CSIFX) and iShares Core S&P 500 ETF (IVV).
CSIFX is managed by Calvert Research and Management. It was launched on Oct 20, 1982. 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: CSIFX or IVV.
Correlation
The correlation between CSIFX and IVV is 0.94, 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
CSIFX vs. IVV - Performance Comparison
Key characteristics
CSIFX:
1.22
IVV:
1.76
CSIFX:
1.59
IVV:
2.37
CSIFX:
1.24
IVV:
1.32
CSIFX:
1.82
IVV:
2.67
CSIFX:
5.61
IVV:
11.05
CSIFX:
2.23%
IVV:
2.03%
CSIFX:
10.32%
IVV:
12.78%
CSIFX:
-41.89%
IVV:
-55.25%
CSIFX:
-4.62%
IVV:
-2.11%
Returns By Period
In the year-to-date period, CSIFX achieves a 1.51% return, which is significantly lower than IVV's 2.41% return. Over the past 10 years, CSIFX has underperformed IVV with an annualized return of 4.13%, while IVV has yielded a comparatively higher 13.02% annualized return.
CSIFX
1.51%
-0.94%
0.27%
10.95%
5.97%
4.13%
IVV
2.41%
-1.06%
7.45%
19.81%
14.27%
13.02%
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CSIFX vs. IVV - Expense Ratio Comparison
CSIFX has a 0.91% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
CSIFX vs. IVV — Risk-Adjusted Performance Rank
CSIFX
IVV
CSIFX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Calvert Balanced Fund (CSIFX) 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
CSIFX vs. IVV - Dividend Comparison
CSIFX's dividend yield for the trailing twelve months is around 1.40%, more than IVV's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSIFX Calvert Balanced Fund | 1.40% | 1.42% | 2.38% | 1.34% | 0.73% | 0.94% | 1.28% | 1.51% | 1.46% | 1.54% | 1.53% | 1.07% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
CSIFX vs. IVV - Drawdown Comparison
The maximum CSIFX drawdown since its inception was -41.89%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for CSIFX and IVV. For additional features, visit the drawdowns tool.
Volatility
CSIFX vs. IVV - Volatility Comparison
The current volatility for Calvert Balanced Fund (CSIFX) is 2.73%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.36%. This indicates that CSIFX 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.