IVVB vs. VBR
Compare and contrast key facts about iShares Large Cap Deep Buffer ETF (IVVB) and Vanguard Small-Cap Value ETF (VBR).
IVVB and VBR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. IVVB is an actively managed fund by iShares. It was launched on Jun 28, 2023. VBR is a passively managed fund by Vanguard that tracks the performance of the MSCI US Small Cap Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVVB or VBR.
Correlation
The correlation between IVVB and VBR is 0.65, 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.
Performance
IVVB vs. VBR - Performance Comparison
Key characteristics
IVVB:
2.07
VBR:
0.92
IVVB:
2.85
VBR:
1.39
IVVB:
1.40
VBR:
1.17
IVVB:
3.37
VBR:
1.49
IVVB:
12.99
VBR:
3.66
IVVB:
1.39%
VBR:
3.94%
IVVB:
8.72%
VBR:
15.80%
IVVB:
-7.77%
VBR:
-62.01%
IVVB:
-0.05%
VBR:
-6.46%
Returns By Period
In the year-to-date period, IVVB achieves a 3.21% return, which is significantly higher than VBR's 2.00% return.
IVVB
3.21%
1.38%
8.77%
18.28%
N/A
N/A
VBR
2.00%
-2.70%
5.84%
14.93%
10.46%
8.65%
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IVVB vs. VBR - Expense Ratio Comparison
IVVB has a 0.50% expense ratio, which is higher than VBR's 0.07% expense ratio.
Risk-Adjusted Performance
IVVB vs. VBR — Risk-Adjusted Performance Rank
IVVB
VBR
IVVB vs. VBR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Large Cap Deep Buffer ETF (IVVB) and Vanguard Small-Cap Value ETF (VBR). 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
IVVB vs. VBR - Dividend Comparison
IVVB's dividend yield for the trailing twelve months is around 0.84%, less than VBR's 1.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVVB iShares Large Cap Deep Buffer ETF | 0.84% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBR Vanguard Small-Cap Value ETF | 1.94% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% | 1.77% |
Drawdowns
IVVB vs. VBR - Drawdown Comparison
The maximum IVVB drawdown since its inception was -7.77%, smaller than the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for IVVB and VBR. For additional features, visit the drawdowns tool.
Volatility
IVVB vs. VBR - Volatility Comparison
The current volatility for iShares Large Cap Deep Buffer ETF (IVVB) is 1.79%, while Vanguard Small-Cap Value ETF (VBR) has a volatility of 3.10%. This indicates that IVVB experiences smaller price fluctuations and is considered to be less risky than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.