IVVB vs. VTI
Compare and contrast key facts about iShares Large Cap Deep Buffer ETF (IVVB) and Vanguard Total Stock Market ETF (VTI).
IVVB and VTI 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVVB or VTI.
Correlation
The correlation between IVVB and VTI is 0.94, 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.
Performance
IVVB vs. VTI - Performance Comparison
Key characteristics
IVVB:
2.05
VTI:
1.91
IVVB:
2.82
VTI:
2.58
IVVB:
1.39
VTI:
1.35
IVVB:
3.34
VTI:
2.89
IVVB:
12.85
VTI:
11.50
IVVB:
1.39%
VTI:
2.16%
IVVB:
8.74%
VTI:
12.93%
IVVB:
-7.77%
VTI:
-55.45%
IVVB:
0.00%
VTI:
-0.11%
Returns By Period
In the year-to-date period, IVVB achieves a 2.98% return, which is significantly lower than VTI's 4.15% return.
IVVB
2.98%
1.63%
8.07%
17.79%
N/A
N/A
VTI
4.15%
1.90%
10.15%
23.12%
13.65%
12.66%
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IVVB vs. VTI - Expense Ratio Comparison
IVVB has a 0.50% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
IVVB vs. VTI — Risk-Adjusted Performance Rank
IVVB
VTI
IVVB vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Large Cap Deep Buffer ETF (IVVB) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
IVVB's dividend yield for the trailing twelve months is around 0.85%, less than VTI's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVVB iShares Large Cap Deep Buffer ETF | 0.85% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.22% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
IVVB vs. VTI - Drawdown Comparison
The maximum IVVB drawdown since its inception was -7.77%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for IVVB and VTI. For additional features, visit the drawdowns tool.
Volatility
IVVB vs. VTI - Volatility Comparison
The current volatility for iShares Large Cap Deep Buffer ETF (IVVB) is 1.86%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.13%. This indicates that IVVB experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.