IVOO vs. ASH
Compare and contrast key facts about Vanguard S&P Mid-Cap 400 ETF (IVOO) and Ashland Global Holdings Inc. (ASH).
IVOO is a passively managed fund by Vanguard that tracks the performance of the S&P MidCap 400 Index. It was launched on Sep 7, 2010.
Performance
IVOO vs. ASH - Performance Comparison
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IVOO vs. ASH - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVOO Vanguard S&P Mid-Cap 400 ETF | 3.39% | 7.47% | 13.77% | 16.45% | -13.17% | 24.61% | 13.61% | 26.18% | -11.33% | 16.38% |
ASH Ashland Global Holdings Inc. | -4.87% | -15.40% | -13.71% | -20.24% | 1.14% | 37.67% | 5.05% | 9.42% | 0.90% | -33.98% |
Returns By Period
In the year-to-date period, IVOO achieves a 3.39% return, which is significantly higher than ASH's -4.87% return. Over the past 10 years, IVOO has outperformed ASH with an annualized return of 10.53%, while ASH has yielded a comparatively lower -5.10% annualized return.
IVOO
- 1D
- 0.80%
- 1M
- -5.35%
- YTD
- 3.39%
- 6M
- 4.77%
- 1Y
- 17.69%
- 3Y*
- 12.35%
- 5Y*
- 6.72%
- 10Y*
- 10.53%
ASH
- 1D
- -0.31%
- 1M
- -9.34%
- YTD
- -4.87%
- 6M
- 16.73%
- 1Y
- -1.12%
- 3Y*
- -16.70%
- 5Y*
- -7.59%
- 10Y*
- -5.10%
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Return for Risk
IVOO vs. ASH — Risk / Return Rank
IVOO
ASH
IVOO vs. ASH - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Mid-Cap 400 ETF (IVOO) and Ashland Global Holdings Inc. (ASH). 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.
| IVOO | ASH | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | -0.03 | +0.87 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.26 | +1.06 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.03 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.30 | -0.15 | +1.45 |
Martin ratioReturn relative to average drawdown | 5.58 | -0.34 | +5.91 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| IVOO | ASH | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | -0.03 | +0.87 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | -0.25 | +0.59 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.50 | -0.16 | +0.65 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.59 | 0.18 | +0.41 |
Correlation
The correlation between IVOO and ASH is 0.68, 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.
Dividends
IVOO vs. ASH - Dividend Comparison
IVOO's dividend yield for the trailing twelve months is around 1.31%, less than ASH's 2.99% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVOO Vanguard S&P Mid-Cap 400 ETF | 1.31% | 1.35% | 1.30% | 1.25% | 1.58% | 1.14% | 1.23% | 1.49% | 1.56% | 1.22% | 1.37% | 1.45% |
ASH Ashland Global Holdings Inc. | 2.99% | 2.81% | 2.24% | 1.77% | 1.21% | 1.09% | 1.39% | 1.40% | 1.37% | 1.50% | 1.43% | 1.47% |
Drawdowns
IVOO vs. ASH - Drawdown Comparison
The maximum IVOO drawdown since its inception was -42.33%, smaller than the maximum ASH drawdown of -91.64%. Use the drawdown chart below to compare losses from any high point for IVOO and ASH.
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Drawdown Indicators
| IVOO | ASH | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.33% | -91.64% | +49.31% |
Max Drawdown (1Y)Largest decline over 1 year | -14.17% | -24.17% | +10.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.22% | -57.29% | +33.07% |
Max Drawdown (10Y)Largest decline over 10 years | -42.33% | -67.54% | +25.21% |
Current DrawdownCurrent decline from peak | -5.35% | -49.72% | +44.37% |
Average DrawdownAverage peak-to-trough decline | -5.31% | -21.04% | +15.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.29% | 10.81% | -7.52% |
Volatility
IVOO vs. ASH - Volatility Comparison
The current volatility for Vanguard S&P Mid-Cap 400 ETF (IVOO) is 6.46%, while Ashland Global Holdings Inc. (ASH) has a volatility of 12.92%. This indicates that IVOO experiences smaller price fluctuations and is considered to be less risky than ASH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVOO | ASH | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.46% | 12.92% | -6.46% |
Volatility (6M)Calculated over the trailing 6-month period | 11.93% | 26.02% | -14.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.23% | 40.11% | -18.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.73% | 30.19% | -10.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.16% | 32.92% | -11.76% |