IVT vs. VOO
Compare and contrast key facts about Inventrust Properties Corp (IVT) and Vanguard S&P 500 ETF (VOO).
VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVT or VOO.
Correlation
The correlation between IVT and VOO is 0.39, 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.
Performance
IVT vs. VOO - Performance Comparison
Key characteristics
IVT:
1.11
VOO:
1.89
IVT:
1.60
VOO:
2.54
IVT:
1.20
VOO:
1.35
IVT:
0.98
VOO:
2.83
IVT:
6.48
VOO:
11.83
IVT:
3.20%
VOO:
2.02%
IVT:
18.52%
VOO:
12.66%
IVT:
-92.19%
VOO:
-33.99%
IVT:
-3.71%
VOO:
-0.42%
Returns By Period
In the year-to-date period, IVT achieves a -0.73% return, which is significantly lower than VOO's 4.17% return.
IVT
-0.73%
2.43%
7.63%
21.98%
N/A
N/A
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
IVT vs. VOO — Risk-Adjusted Performance Rank
IVT
VOO
IVT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Inventrust Properties Corp (IVT) and Vanguard S&P 500 ETF (VOO). 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
IVT vs. VOO - Dividend Comparison
IVT's dividend yield for the trailing twelve months is around 3.03%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVT Inventrust Properties Corp | 3.03% | 3.00% | 3.40% | 3.47% | 2.90% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IVT vs. VOO - Drawdown Comparison
The maximum IVT drawdown since its inception was -92.19%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IVT and VOO. For additional features, visit the drawdowns tool.
Volatility
IVT vs. VOO - Volatility Comparison
Inventrust Properties Corp (IVT) has a higher volatility of 5.65% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that IVT's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.