PortfoliosLab logoPortfoliosLab logo
ITOT vs. CAT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ITOT vs. CAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Caterpillar Inc. (CAT). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, ITOT achieves a 9.09% return, which is significantly lower than CAT's 60.51% return. Over the past 10 years, ITOT has underperformed CAT with an annualized return of 14.81%, while CAT has yielded a comparatively higher 31.20% annualized return.


ITOT

1D
0.31%
1M
0.42%
YTD
9.09%
6M
8.99%
1Y
24.90%
3Y*
21.07%
5Y*
12.25%
10Y*
14.81%

CAT

1D
1.26%
1M
2.03%
YTD
60.51%
6M
54.15%
1Y
161.94%
3Y*
59.74%
5Y*
33.67%
10Y*
31.20%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITOT vs. CAT - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ITOT
iShares Core S&P Total U.S. Stock Market ETF
9.09%17.00%23.80%26.12%-19.47%25.68%20.71%30.67%-5.33%21.37%
CAT
Caterpillar Inc.
60.51%60.30%24.66%25.95%18.60%15.95%26.97%19.51%-17.56%75.03%

Correlation

The correlation between ITOT and CAT is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.59

Correlation (3Y)
Calculated over the trailing 3-year period

0.64

Correlation (5Y)
Calculated over the trailing 5-year period

0.60

Correlation (10Y)
Calculated over the trailing 10-year period

0.62

Correlation (All Time)
Calculated using the full available price history since Jan 26, 2004

0.66

The correlation between ITOT and CAT has been stable across timeframes, ranging from 0.59 to 0.66 - a consistent structural relationship.

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

ITOT vs. CAT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ITOT
ITOT Risk / Return Rank: 6767
Overall Rank
ITOT Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
ITOT Sortino Ratio Rank: 6666
Sortino Ratio Rank
ITOT Omega Ratio Rank: 6767
Omega Ratio Rank
ITOT Calmar Ratio Rank: 6262
Calmar Ratio Rank
ITOT Martin Ratio Rank: 7575
Martin Ratio Rank

CAT
CAT Risk / Return Rank: 9898
Overall Rank
CAT Sharpe Ratio Rank: 9999
Sharpe Ratio Rank
CAT Sortino Ratio Rank: 9898
Sortino Ratio Rank
CAT Omega Ratio Rank: 9797
Omega Ratio Rank
CAT Calmar Ratio Rank: 9898
Calmar Ratio Rank
CAT Martin Ratio Rank: 9999
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ITOT vs. CAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P Total U.S. Stock Market ETF (ITOT) and Caterpillar Inc. (CAT). 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.


ITOTCATDifference
Sharpe ratioReturn per unit of total volatility

-2.75

Sortino ratioReturn per unit of downside risk

-2.73

Omega ratioGain probability vs. loss probability

1.36

1.69

-0.32

Calmar ratioReturn relative to maximum drawdown

2.81

11.74

-8.93

Martin ratioReturn relative to average drawdown

12.79

38.95

-26.15

ITOT vs. CAT - Sharpe Ratio Comparison

The current ITOT Sharpe Ratio is 2.01, which is lower than the CAT Sharpe Ratio of 4.76. The chart below compares the historical Sharpe Ratios of ITOT and CAT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


ITOTCATDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.01

4.76

-2.75

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

1.10

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

1.01

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.35

+0.21

Drawdowns

ITOT vs. CAT - Drawdown Comparison

The maximum ITOT drawdown since its inception was -55.20%, smaller than the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for ITOT and CAT.


Loading charts...

Drawdown Indicators


ITOTCATDifference

Max Drawdown

Largest peak-to-trough decline

-55.20%

-73.43%

+18.23%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

-13.88%

+4.98%

Max Drawdown (3Y)

Largest decline over 3 years

-19.44%

-34.05%

+14.61%

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

-34.05%

+8.69%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

-43.36%

+8.36%

Current Drawdown

Current decline from peak

-2.65%

-2.64%

-0.01%

Average Drawdown

Average peak-to-trough decline

-6.97%

-19.74%

+12.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.95%

4.18%

-2.23%

Volatility

ITOT vs. CAT - Volatility Comparison

The current volatility for iShares Core S&P Total U.S. Stock Market ETF (ITOT) is 3.91%, while Caterpillar Inc. (CAT) has a volatility of 10.77%. This indicates that ITOT experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


ITOTCATDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.91%

10.77%

-6.86%

Volatility (6M)

Calculated over the trailing 6-month period

9.56%

27.35%

-17.79%

Volatility (1Y)

Calculated over the trailing 1-year period

12.49%

34.31%

-21.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.40%

30.67%

-13.27%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.29%

30.89%

-12.60%

Dividends

ITOT vs. CAT - Dividend Comparison

ITOT's dividend yield for the trailing twelve months is around 1.00%, more than CAT's 0.66% yield.


PositionTTM20252024202320222021202020192018201720162015
CAT
Caterpillar Inc.
0.66%1.02%1.49%1.69%1.93%2.07%2.26%2.56%2.58%1.97%3.32%4.33%
ITOT
iShares Core S&P Total U.S. Stock Market ETF
1.00%1.11%1.23%1.47%1.66%1.18%1.41%1.88%2.14%1.69%1.83%2.01%

Frequently Asked Questions


ITOT and CAT have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CAT has higher volatility (10.77%) compared to ITOT (3.91%). In terms of maximum drawdown, ITOT dropped -55.20% vs CAT's -73.43%.

CAT currently has the higher Sharpe Ratio (4.76 vs 2.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for ITOT and CAT

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer