Correlation
The correlation between IVT and IGM is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
IVT vs. IGM
Compare and contrast key facts about Inventrust Properties Corp (IVT) and iShares Expanded Tech Sector ETF (IGM).
IGM is a passively managed fund by iShares that tracks the performance of the S&P North American Technology Sector Index. It was launched on Mar 13, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVT or IGM.
Performance
IVT vs. IGM - Performance Comparison
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Key characteristics
IVT:
0.77
IGM:
0.48
IVT:
1.09
IGM:
0.85
IVT:
1.14
IGM:
1.12
IVT:
0.33
IGM:
0.52
IVT:
2.89
IGM:
1.66
IVT:
5.03%
IGM:
8.24%
IVT:
20.54%
IGM:
29.16%
IVT:
-99.98%
IGM:
-65.59%
IVT:
-34.02%
IGM:
-7.09%
Returns By Period
In the year-to-date period, IVT achieves a -8.62% return, which is significantly lower than IGM's -1.29% return. Over the past 10 years, IVT has underperformed IGM with an annualized return of 3.67%, while IGM has yielded a comparatively higher 19.55% annualized return.
IVT
-8.62%
-1.05%
-9.77%
16.59%
1.39%
25.09%
3.67%
IGM
-1.29%
10.82%
-0.13%
12.89%
26.34%
18.65%
19.55%
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Risk-Adjusted Performance
IVT vs. IGM — Risk-Adjusted Performance Rank
IVT
IGM
IVT vs. IGM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and iShares Expanded Tech Sector ETF (IGM). 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.
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Dividends
IVT vs. IGM - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 3.36%, more than IGM's 0.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 3.36% | 3.00% | 3.40% | 3.47% | 2.90% | 6.90% | 1.19% | 3.46% | 4.63% | 4.63% | 6.76% | 0.00% |
IGM iShares Expanded Tech Sector ETF | 0.23% | 0.22% | 0.52% | 0.53% | 0.16% | 0.32% | 0.50% | 0.57% | 0.57% | 0.90% | 0.79% | 0.88% |
Drawdowns
IVT vs. IGM - Drawdown Comparison
The maximum IVT drawdown since its inception was -99.98%, which is greater than IGM's maximum drawdown of -65.59%. Use the drawdown chart below to compare losses from any high point for IVT and IGM.
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Volatility
IVT vs. IGM - Volatility Comparison
The current volatility for Inventrust Properties Corp (IVT) is 5.34%, while iShares Expanded Tech Sector ETF (IGM) has a volatility of 6.15%. This indicates that IVT experiences smaller price fluctuations and is considered to be less risky than IGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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