IUSV vs. VTVT
IUSV (iShares Core S&P U.S. Value ETF) is Large Cap Value Equities fund tracking the S&P 900 Value Index, while VTVT (vTv Therapeutics Inc.) is a stock. Over the past 10 years, IUSV returned 11.91%/yr vs -17.61%/yr for VTVT. Their 0.17 correlation means their historical movements had little consistent relationship.
Performance
IUSV vs. VTVT - Performance Comparison
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Returns By Period
In the year-to-date period, IUSV achieves a 10.38% return, which is significantly higher than VTVT's -19.10% return. Over the past 10 years, IUSV has outperformed VTVT with an annualized return of 11.91%, while VTVT has yielded a comparatively lower -17.61% annualized return.
IUSV
- 1D
- -0.22%
- 1M
- 0.64%
- 6M
- 7.56%
- YTD
- 10.38%
- 1Y
- 21.41%
- 3Y*
- 13.80%
- 5Y*
- 11.39%
- 10Y*
- 11.91%
- ALL TIME*
- 11.49%
VTVT
- 1D
- -1.01%
- 1M
- -8.62%
- 6M
- -8.64%
- YTD
- -19.10%
- 1Y
- 121.96%
- 3Y*
- 3.47%
- 5Y*
- -15.88%
- 10Y*
- -17.61%
- ALL TIME*
- -22.83%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $60.14M | $63.62M | $70.42M | |
| $3.68M | $2.95M | $2.08M |
IUSV vs. VTVT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 10.38% | 12.85% | 12.18% | 21.73% | -5.40% | 25.22% | 1.56% | 31.47% | -9.21% | 15.09% |
VTVT vTv Therapeutics Inc. | -19.10% | 189.60% | 20.08% | -56.62% | -33.39% | -46.51% | 9.41% | -35.85% | -55.91% | 24.43% |
Correlation
The correlation between IUSV and VTVT is 0.05, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.05 |
Correlation (3Y) Balances recent behavior with more history. | 0.13 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.18 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.15 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2015 | 0.17 |
The correlation between IUSV and VTVT shifts across timeframes, from 0.05 (1 year) to 0.18 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
IUSV vs. VTVT — Risk / Return Rank
IUSV
VTVT
IUSV vs. VTVT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P U.S. Value ETF (IUSV) and vTv Therapeutics Inc. (VTVT). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IUSV | VTVT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.41 | ||
| Sortino ratioReturn per unit of downside risk | +0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.28 | +0.08 |
| Calmar ratioReturn relative to maximum drawdown | 3.13 | 3.65 | -0.52 |
| Martin ratioReturn relative to average drawdown | 12.16 | 7.63 | +4.53 |
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Drawdowns
IUSV vs. VTVT - Drawdown Comparison
The maximum IUSV drawdown since its inception was -56.88%, smaller than the maximum VTVT drawdown of -98.59%. Use the drawdown chart below to compare losses from any high point for IUSV and VTVT.
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Drawdown Indicators
| IUSV | VTVT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.88% | -98.59% | +41.71% |
Max Drawdown (1Y)Largest decline over 1 year | -6.36% | -32.06% | +25.70% |
Max Drawdown (3Y)Largest decline over 3 years | -17.76% | -73.36% | +55.60% |
Max Drawdown (5Y)Largest decline over 5 years | -17.95% | -89.94% | +71.99% |
Max Drawdown (10Y)Largest decline over 10 years | -37.54% | -97.48% | +59.94% |
Current DrawdownCurrent decline from peak | -1.12% | -94.22% | +93.10% |
Average DrawdownAverage peak-to-trough decline | -6.26% | -82.90% | +76.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 15.31% | -13.67% |
Volatility
IUSV vs. VTVT - Volatility Comparison
The current volatility for iShares Core S&P U.S. Value ETF (IUSV) is 2.67%, while vTv Therapeutics Inc. (VTVT) has a volatility of 10.87%. This indicates that IUSV experiences smaller price fluctuations and is considered to be less risky than VTVT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IUSV | VTVT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.67% | 10.87% | -8.20% |
Volatility (6M)Calculated over the trailing 6-month period | 7.24% | 56.73% | -49.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.10% | 74.67% | -64.57% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.45% | 96.23% | -81.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.99% | 120.39% | -103.40% |
Dividends
IUSV vs. VTVT - Dividend Comparison
IUSV's dividend yield for the trailing twelve months is around 1.66%, while VTVT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 1.66% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
VTVT vTv Therapeutics 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
IUSV and VTVT have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTVT has higher volatility (10.87%) compared to IUSV (2.67%). In terms of maximum drawdown, IUSV dropped -56.88% vs VTVT's -98.59%.
IUSV currently has the higher Sharpe Ratio (1.98 vs 1.57), 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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