IFV vs. IVV
Compare and contrast key facts about First Trust Dorsey Wright International Focus 5 ETF (IFV) and iShares Core S&P 500 ETF (IVV).
IFV and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IFV is a passively managed fund by First Trust that tracks the performance of the Dorsey Wright International Focus Five Index. It was launched on Jul 22, 2014. 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. Both IFV and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IFV or IVV.
Correlation
The correlation between IFV and IVV is 0.66, 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
IFV vs. IVV - Performance Comparison
Key characteristics
IFV:
0.38
IVV:
1.92
IFV:
0.62
IVV:
2.58
IFV:
1.07
IVV:
1.35
IFV:
0.30
IVV:
2.89
IFV:
1.13
IVV:
11.99
IFV:
4.75%
IVV:
2.03%
IFV:
14.14%
IVV:
12.68%
IFV:
-48.89%
IVV:
-55.25%
IFV:
-12.44%
IVV:
0.00%
Returns By Period
In the year-to-date period, IFV achieves a 3.96% return, which is significantly lower than IVV's 4.38% return. Over the past 10 years, IFV has underperformed IVV with an annualized return of 2.30%, while IVV has yielded a comparatively higher 13.27% annualized return.
IFV
3.96%
5.04%
0.01%
4.15%
1.42%
2.30%
IVV
4.38%
2.37%
10.19%
24.09%
14.50%
13.27%
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IFV vs. IVV - Expense Ratio Comparison
IFV has a 1.06% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
IFV vs. IVV — Risk-Adjusted Performance Rank
IFV
IVV
IFV vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Dorsey Wright International Focus 5 ETF (IFV) 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
IFV vs. IVV - Dividend Comparison
IFV's dividend yield for the trailing twelve months is around 2.23%, more than IVV's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IFV First Trust Dorsey Wright International Focus 5 ETF | 2.23% | 2.32% | 2.88% | 3.79% | 1.05% | 1.53% | 2.92% | 1.87% | 1.43% | 1.10% | 1.52% | 0.21% |
IVV iShares Core S&P 500 ETF | 1.24% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
IFV vs. IVV - Drawdown Comparison
The maximum IFV drawdown since its inception was -48.89%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for IFV and IVV. For additional features, visit the drawdowns tool.
Volatility
IFV vs. IVV - Volatility Comparison
First Trust Dorsey Wright International Focus 5 ETF (IFV) and iShares Core S&P 500 ETF (IVV) have volatilities of 2.95% and 3.10%, 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.