FI vs. IWV
Compare and contrast key facts about Fiserv Inc. (FI) and iShares Russell 3000 ETF (IWV).
IWV is a passively managed fund by iShares that tracks the performance of the Russell 3000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FI or IWV.
Correlation
The correlation between FI and IWV is 0.65, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FI vs. IWV - Performance Comparison
Key characteristics
FI:
3.10
IWV:
2.07
FI:
3.90
IWV:
2.76
FI:
1.54
IWV:
1.38
FI:
5.88
IWV:
3.17
FI:
15.05
IWV:
13.43
FI:
3.67%
IWV:
1.98%
FI:
17.83%
IWV:
12.83%
FI:
-37.85%
IWV:
-55.61%
FI:
-7.37%
IWV:
-3.12%
Returns By Period
In the year-to-date period, FI achieves a 55.11% return, which is significantly higher than IWV's 24.58% return. Over the past 10 years, FI has outperformed IWV with an annualized return of 20.88%, while IWV has yielded a comparatively lower 12.39% annualized return.
FI
55.11%
-5.46%
37.56%
54.68%
12.07%
20.88%
IWV
24.58%
-0.01%
9.92%
25.25%
13.96%
12.39%
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Risk-Adjusted Performance
FI vs. IWV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fiserv Inc. (FI) and iShares Russell 3000 ETF (IWV). 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
FI vs. IWV - Dividend Comparison
FI has not paid dividends to shareholders, while IWV's dividend yield for the trailing twelve months is around 1.07%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FI Fiserv Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.06% | 5.08% | 7.87% | 7.61% | 1.52% |
IWV iShares Russell 3000 ETF | 1.07% | 1.30% | 1.56% | 1.04% | 1.30% | 1.69% | 1.97% | 1.58% | 1.79% | 1.99% | 1.62% | 1.61% |
Drawdowns
FI vs. IWV - Drawdown Comparison
The maximum FI drawdown since its inception was -37.85%, smaller than the maximum IWV drawdown of -55.61%. Use the drawdown chart below to compare losses from any high point for FI and IWV. For additional features, visit the drawdowns tool.
Volatility
FI vs. IWV - Volatility Comparison
Fiserv Inc. (FI) has a higher volatility of 7.45% compared to iShares Russell 3000 ETF (IWV) at 4.02%. This indicates that FI's price experiences larger fluctuations and is considered to be riskier than IWV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.