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ITOT vs. NFLX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ITOT vs. NFLX - 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 Netflix, Inc. (NFLX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ITOT achieves a 9.09% return, which is significantly higher than NFLX's -11.86% return. Over the past 10 years, ITOT has underperformed NFLX with an annualized return of 14.81%, while NFLX has yielded a comparatively higher 24.31% 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%

NFLX

1D
0.56%
1M
-5.54%
YTD
-11.86%
6M
-14.62%
1Y
-33.43%
3Y*
25.31%
5Y*
11.21%
10Y*
24.31%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ITOT vs. NFLX - 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%
NFLX
Netflix, Inc.
-11.86%5.19%83.07%65.11%-51.05%11.41%67.11%20.89%39.44%55.06%

Correlation

The correlation between ITOT and NFLX is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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

0.43

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

0.50

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

0.48

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

0.42

Over the past year, the correlation between ITOT and NFLX has dropped to 0.16 - well below their long-term average of 0.42, suggesting their price drivers have been diverging.

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Return for Risk

ITOT vs. NFLX — 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

NFLX
NFLX Risk / Return Rank: 88
Overall Rank
NFLX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
NFLX Sortino Ratio Rank: 77
Sortino Ratio Rank
NFLX Omega Ratio Rank: 77
Omega Ratio Rank
NFLX Calmar Ratio Rank: 1313
Calmar Ratio Rank
NFLX Martin Ratio Rank: 1010
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. NFLX - 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 Netflix, Inc. (NFLX). 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.


ITOTNFLXDifference
Sharpe ratioReturn per unit of total volatility

+3.02

Sortino ratioReturn per unit of downside risk

+4.14

Omega ratioGain probability vs. loss probability

1.36

0.82

+0.54

Calmar ratioReturn relative to maximum drawdown

2.81

-0.77

+3.58

Martin ratioReturn relative to average drawdown

12.79

-1.36

+14.15

ITOT vs. NFLX - Sharpe Ratio Comparison

The current ITOT Sharpe Ratio is 2.01, which is higher than the NFLX Sharpe Ratio of -1.01. The chart below compares the historical Sharpe Ratios of ITOT and NFLX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


ITOTNFLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.01

-1.01

+3.02

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.71

0.26

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.81

0.59

+0.22

Sharpe Ratio (All Time)

Calculated using the full available price history

0.57

0.58

-0.01

Drawdowns

ITOT vs. NFLX - Drawdown Comparison

The maximum ITOT drawdown since its inception was -55.20%, smaller than the maximum NFLX drawdown of -81.99%. Use the drawdown chart below to compare losses from any high point for ITOT and NFLX.


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Drawdown Indicators


ITOTNFLXDifference

Max Drawdown

Largest peak-to-trough decline

-55.20%

-81.99%

+26.79%

Max Drawdown (1Y)

Largest decline over 1 year

-8.90%

-43.35%

+34.45%

Max Drawdown (3Y)

Largest decline over 3 years

-19.44%

-43.35%

+23.91%

Max Drawdown (5Y)

Largest decline over 5 years

-25.36%

-75.95%

+50.59%

Max Drawdown (10Y)

Largest decline over 10 years

-35.00%

-75.95%

+40.95%

Current Drawdown

Current decline from peak

-2.65%

-38.29%

+35.64%

Average Drawdown

Average peak-to-trough decline

-6.97%

-24.90%

+17.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.95%

24.70%

-22.75%

Volatility

ITOT vs. NFLX - Volatility Comparison

The current volatility for iShares Core S&P Total U.S. Stock Market ETF (ITOT) is 3.91%, while Netflix, Inc. (NFLX) has a volatility of 6.64%. This indicates that ITOT experiences smaller price fluctuations and is considered to be less risky than NFLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ITOTNFLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.91%

6.64%

-2.73%

Volatility (6M)

Calculated over the trailing 6-month period

9.56%

25.22%

-15.66%

Volatility (1Y)

Calculated over the trailing 1-year period

12.49%

33.15%

-20.66%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.40%

43.10%

-25.70%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.29%

41.52%

-23.23%

Dividends

ITOT vs. NFLX - Dividend Comparison

ITOT's dividend yield for the trailing twelve months is around 1.00%, while NFLX has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
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%
NFLX
Netflix, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


ITOT and NFLX have a correlation of 0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NFLX has higher volatility (6.64%) compared to ITOT (3.91%). In terms of maximum drawdown, ITOT dropped -55.20% vs NFLX's -81.99%.

ITOT currently has the higher Sharpe Ratio (2.01 vs -1.01), 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.

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