IVV vs. K

Last updated Jun 14, 2026

IVV (iShares Core S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index, while K (Kellogg Company) is a stock. At a 0.35 correlation, their price movements are largely independent.

Performance

IVV vs. K - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Core S&P 500 ETF (IVV) and Kellogg Company (K). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IVV

• 1D: 0.55%
• 1M: 0.36%
• YTD: 9.08%
• 6M: 9.43%
• 1Y: 25.77%
• 3Y*: 20.95%
• 5Y*: 13.42%
• 10Y*: 15.47%

K

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IVV vs. K - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IVV iShares Core S&P 500 ETF	9.08%	17.85%	24.93%	26.31%	-18.16%	28.76%	18.40%	31.07%	-4.49%	21.75%
K Kellogg Company	0.00%	5.99%	49.75%	-7.44%	14.35%	7.44%	-6.78%	26.08%	-13.32%	-4.93%

Correlation

The correlation between IVV and K is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.02
Correlation (3Y) Calculated over the trailing 3-year period	0.09
Correlation (5Y) Calculated over the trailing 5-year period	0.11
Correlation (10Y) Calculated over the trailing 10-year period	0.20
Correlation (All Time) Calculated using the full available price history since May 19, 2000	0.35

Over the past year, the correlation between IVV and K has dropped to 0.02 - well below their long-term average of 0.35, suggesting their price drivers have been diverging.

Return for Risk

IVV vs. K — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IVV

IVV Risk / Return Rank: 70
IVV Sharpe Ratio Rank: 71
IVV Sortino Ratio Rank: 69
IVV Omega Ratio Rank: 71
IVV Calmar Ratio Rank: 63
IVV Martin Ratio Rank: 76

K

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IVV vs. K - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 ETF (IVV) and Kellogg Company (K). 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.

	IVV	K	Difference
Sharpe ratio: Return per unit of total volatility	2.00	—	—
Sortino ratio: Return per unit of downside risk	2.70	—	—
Omega ratio: Gain probability vs. loss probability	1.36	—	—
Calmar ratio: Return relative to maximum drawdown	2.76	—	—
Martin ratio: Return relative to average drawdown	12.43	—	—

Drawdowns

Drawdown Indicators

	IVV	K	Difference
Max Drawdown Largest peak-to-trough decline	-55.25%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-8.89%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.75%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-24.53%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-33.90%	—	—
Current Drawdown Current decline from peak	-2.35%	—	—
Average Drawdown Average peak-to-trough decline	-10.77%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.97%	—	—

Volatility

Volatility by Period

	IVV	K	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.37%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.59%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	12.28%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.95%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.08%	—	—

Dividends

IVV vs. K - Dividend Comparison

IVV's dividend yield for the trailing twelve months is around 1.08%, while K has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IVV iShares Core S&P 500 ETF	1.08%	1.17%	1.30%	1.44%	1.66%	1.20%	1.57%	1.85%	2.21%	1.75%	2.01%	2.27%
K Kellogg Company	1.39%	2.76%	2.79%	10.56%	3.28%	3.59%	3.66%	3.27%	3.86%	3.12%	2.77%	2.74%

Frequently Asked Questions

Can I hold both IVV and K in my portfolio?

IVV and K have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.