DHAMX vs. IVV
Compare and contrast key facts about Centre American Select Equity Fund (DHAMX) and iShares Core S&P 500 ETF (IVV).
DHAMX is managed by Centre Funds. It was launched on Dec 21, 2011. 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: DHAMX or IVV.
Correlation
The correlation between DHAMX and IVV is 0.90, 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
DHAMX vs. IVV - Performance Comparison
Key characteristics
DHAMX:
-0.18
IVV:
1.82
DHAMX:
-0.12
IVV:
2.45
DHAMX:
0.98
IVV:
1.33
DHAMX:
-0.18
IVV:
2.75
DHAMX:
-0.54
IVV:
11.40
DHAMX:
4.78%
IVV:
2.03%
DHAMX:
14.73%
IVV:
12.74%
DHAMX:
-41.10%
IVV:
-55.25%
DHAMX:
-14.08%
IVV:
-0.73%
Returns By Period
In the year-to-date period, DHAMX achieves a -0.46% return, which is significantly lower than IVV's 3.32% return. Over the past 10 years, DHAMX has underperformed IVV with an annualized return of 2.86%, while IVV has yielded a comparatively higher 13.23% annualized return.
DHAMX
-0.46%
0.73%
-8.48%
-3.03%
8.26%
2.86%
IVV
3.32%
4.27%
12.42%
22.48%
14.26%
13.23%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DHAMX vs. IVV - Expense Ratio Comparison
DHAMX has a 1.46% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
DHAMX vs. IVV — Risk-Adjusted Performance Rank
DHAMX
IVV
DHAMX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Centre American Select Equity Fund (DHAMX) 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
DHAMX vs. IVV - Dividend Comparison
DHAMX's dividend yield for the trailing twelve months is around 1.29%, more than IVV's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHAMX Centre American Select Equity Fund | 1.29% | 1.28% | 1.14% | 0.41% | 1.03% | 0.90% | 0.18% | 0.00% | 1.25% | 2.23% | 0.21% | 1.37% |
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
DHAMX vs. IVV - Drawdown Comparison
The maximum DHAMX drawdown since its inception was -41.10%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for DHAMX and IVV. For additional features, visit the drawdowns tool.
Volatility
DHAMX vs. IVV - Volatility Comparison
The current volatility for Centre American Select Equity Fund (DHAMX) is 2.85%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.37%. This indicates that DHAMX 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.