IVVD vs. IVV
IVVD (Invivyd Inc.) is a stock, while IVV (iShares Core S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 3 years, IVVD returned -28.28%/yr vs 19.40%/yr for IVV. Their 0.26 correlation means their historical movements had little consistent relationship.
Performance
IVVD vs. IVV - Performance Comparison
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Returns By Period
In the year-to-date period, IVVD achieves a -78.34% return, which is significantly lower than IVV's 10.13% return.
IVVD
- 1D
- -8.01%
- 1M
- -40.14%
- 6M
- -69.25%
- YTD
- -78.34%
- 1Y
- -26.94%
- 3Y*
- -28.28%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -52.12%
IVV
- 1D
- 0.69%
- 1M
- 0.25%
- 6M
- 8.53%
- YTD
- 10.13%
- 1Y
- 21.55%
- 3Y*
- 19.40%
- 5Y*
- 12.82%
- 10Y*
- 15.11%
- ALL TIME*
- 8.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.36B | $3.31B | $5.91B | |
IVVD Invivyd Inc. | $2.02M | $2.46M | $4.19M |
IVVD vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
IVVD Invivyd Inc. | -78.34% | 457.44% | -88.75% | 162.67% | -79.34% | -65.43% |
IVV iShares Core S&P 500 ETF | 10.13% | 17.85% | 24.93% | 26.31% | -18.16% | 8.27% |
Correlation
The correlation between IVVD and IVV is 0.22, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.22 |
Correlation (3Y) Balances recent behavior with more history. | 0.24 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2021 | 0.26 |
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Return for Risk
IVVD vs. IVV — Risk / Return Rank
IVVD
IVV
IVVD vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invivyd Inc. (IVVD) and iShares Core S&P 500 ETF (IVV). 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.
| IVVD | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -1.29 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.27 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | -0.28 | 2.21 | -2.50 |
| Martin ratioReturn relative to average drawdown | -0.55 | 9.43 | -9.98 |
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Drawdowns
IVVD vs. IVV - Drawdown Comparison
The maximum IVVD drawdown since its inception was -99.36%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for IVVD and IVV.
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Drawdown Indicators
| IVVD | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.36% | -55.25% | -44.11% |
Max Drawdown (1Y)Largest decline over 1 year | -81.42% | -8.89% | -72.53% |
Max Drawdown (3Y)Largest decline over 3 years | -92.90% | -18.75% | -74.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.53% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -99.05% | -1.41% | -97.64% |
Average DrawdownAverage peak-to-trough decline | -91.29% | -10.72% | -80.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 41.94% | 2.09% | +39.85% |
Volatility
IVVD vs. IVV - Volatility Comparison
Invivyd Inc. (IVVD) has a higher volatility of 27.19% compared to iShares Core S&P 500 ETF (IVV) at 3.52%. This indicates that IVVD's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IVVD | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 27.19% | 3.52% | +23.67% |
Volatility (6M)Calculated over the trailing 6-month period | 68.58% | 10.18% | +58.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 142.08% | 12.89% | +129.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 176.97% | 17.01% | +159.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 176.97% | 18.06% | +158.91% |
Dividends
IVVD vs. IVV - Dividend Comparison
IVVD has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.09%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.09% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
IVVD Invivyd Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IVVD and IVV have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IVVD has higher volatility (27.19%) compared to IVV (3.52%). In terms of maximum drawdown, IVVD dropped -99.36% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.53 vs -0.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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