IVV vs. NOSIX
Compare and contrast key facts about iShares Core S&P 500 ETF (IVV) and Northern Stock Index Fund (NOSIX).
IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000. NOSIX is managed by Northern Funds. It was launched on Oct 7, 1996.
Performance
IVV vs. NOSIX - Performance Comparison
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IVV vs. NOSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | -3.54% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
NOSIX Northern Stock Index Fund | -3.54% | 17.83% | 24.87% | 26.24% | -18.25% | 28.55% | 18.33% | 31.35% | -4.54% | 21.71% |
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with IVV at -3.54% and NOSIX at -3.54%. Both investments have delivered pretty close results over the past 10 years, with IVV having a 14.16% annualized return and NOSIX not far behind at 14.11%.
IVV
- 1D
- 0.14%
- 1M
- -4.01%
- YTD
- -3.54%
- 6M
- -1.39%
- 1Y
- 23.53%
- 3Y*
- 18.49%
- 5Y*
- 11.96%
- 10Y*
- 14.16%
NOSIX
- 1D
- 0.11%
- 1M
- -4.06%
- YTD
- -3.54%
- 6M
- -1.39%
- 1Y
- 23.46%
- 3Y*
- 18.43%
- 5Y*
- 11.88%
- 10Y*
- 14.11%
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IVV vs. NOSIX - Expense Ratio Comparison
IVV has a 0.03% expense ratio, which is lower than NOSIX's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
IVV vs. NOSIX — Risk / Return Rank
IVV
NOSIX
IVV vs. NOSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core S&P 500 ETF (IVV) and Northern Stock Index Fund (NOSIX). 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.
| IVV | NOSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.97 | 0.91 | +0.06 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.45 | +0.03 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.22 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.52 | 1.60 | -0.08 |
Martin ratioReturn relative to average drawdown | 7.13 | 7.43 | -0.30 |
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
| IVV | NOSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.97 | 0.91 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.71 | 0.69 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.78 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.42 | 0.48 | -0.05 |
Correlation
The correlation between IVV and NOSIX is 0.95, 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.
Dividends
IVV vs. NOSIX - Dividend Comparison
IVV's dividend yield for the trailing twelve months is around 1.22%, less than NOSIX's 3.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.22% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
NOSIX Northern Stock Index Fund | 3.05% | 2.94% | 2.59% | 5.02% | 4.72% | 3.22% | 4.00% | 2.41% | 4.82% | 3.13% | 2.76% | 3.36% |
Drawdowns
IVV vs. NOSIX - Drawdown Comparison
The maximum IVV drawdown since its inception was -55.25%, roughly equal to the maximum NOSIX drawdown of -55.42%. Use the drawdown chart below to compare losses from any high point for IVV and NOSIX.
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Drawdown Indicators
| IVV | NOSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.25% | -55.42% | +0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.89% | -8.89% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -24.53% | -24.54% | +0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -33.90% | -33.82% | -0.08% |
Current DrawdownCurrent decline from peak | -5.44% | -5.44% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -10.84% | -10.38% | -0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.57% | 2.61% | -0.04% |
Volatility
IVV vs. NOSIX - Volatility Comparison
iShares Core S&P 500 ETF (IVV) and Northern Stock Index Fund (NOSIX) have volatilities of 5.27% and 5.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVV | NOSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.27% | 5.30% | -0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 9.66% | -0.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.31% | 19.52% | -1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.88% | 17.20% | -0.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.03% | 18.19% | -0.16% |