IVE vs. YAFFX
Compare and contrast key facts about iShares S&P 500 Value ETF (IVE) and AMG Yacktman Focused Fund (YAFFX).
IVE is a passively managed fund by iShares that tracks the performance of the S&P 500 Value Index. It was launched on May 22, 2000. YAFFX is managed by AMG. It was launched on May 1, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVE or YAFFX.
Correlation
The correlation between IVE and YAFFX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
IVE vs. YAFFX - Performance Comparison
Key characteristics
IVE:
0.21
YAFFX:
-0.32
IVE:
0.41
YAFFX:
-0.37
IVE:
1.06
YAFFX:
0.95
IVE:
0.19
YAFFX:
-0.27
IVE:
0.71
YAFFX:
-0.84
IVE:
4.73%
YAFFX:
5.04%
IVE:
15.83%
YAFFX:
13.24%
IVE:
-61.32%
YAFFX:
-55.32%
IVE:
-10.86%
YAFFX:
-8.22%
Returns By Period
In the year-to-date period, IVE achieves a -4.24% return, which is significantly lower than YAFFX's -0.16% return. Both investments have delivered pretty close results over the past 10 years, with IVE having a 9.25% annualized return and YAFFX not far behind at 8.81%.
IVE
-4.24%
-5.03%
-7.09%
2.57%
14.20%
9.25%
YAFFX
-0.16%
-2.89%
-4.73%
-5.00%
11.95%
8.81%
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IVE vs. YAFFX - Expense Ratio Comparison
IVE has a 0.18% expense ratio, which is lower than YAFFX's 1.25% expense ratio.
Risk-Adjusted Performance
IVE vs. YAFFX — Risk-Adjusted Performance Rank
IVE
YAFFX
IVE vs. YAFFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Value ETF (IVE) and AMG Yacktman Focused Fund (YAFFX). 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
IVE vs. YAFFX - Dividend Comparison
IVE's dividend yield for the trailing twelve months is around 2.08%, more than YAFFX's 1.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVE iShares S&P 500 Value ETF | 2.08% | 2.04% | 1.65% | 2.10% | 1.81% | 2.37% | 2.11% | 2.74% | 2.12% | 2.26% | 2.45% | 2.14% |
YAFFX AMG Yacktman Focused Fund | 1.96% | 1.96% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% |
Drawdowns
IVE vs. YAFFX - Drawdown Comparison
The maximum IVE drawdown since its inception was -61.32%, which is greater than YAFFX's maximum drawdown of -55.32%. Use the drawdown chart below to compare losses from any high point for IVE and YAFFX. For additional features, visit the drawdowns tool.
Volatility
IVE vs. YAFFX - Volatility Comparison
iShares S&P 500 Value ETF (IVE) has a higher volatility of 12.14% compared to AMG Yacktman Focused Fund (YAFFX) at 9.16%. This indicates that IVE's price experiences larger fluctuations and is considered to be riskier than YAFFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.