IVVW vs. AGM
Compare and contrast key facts about iShares S&P 500 BuyWrite ETF (IVVW) and Federal Agricultural Mortgage Corporation (AGM).
IVVW is a passively managed fund by iShares that tracks the performance of the Cboe S&P 500 Enhanced 1% OTM BuyWrite Index - Benchmark TR Gross. It was launched on Mar 14, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVVW or AGM.
Correlation
The correlation between IVVW and AGM is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IVVW vs. AGM - Performance Comparison
Key characteristics
IVVW:
8.87%
AGM:
31.43%
IVVW:
-6.20%
AGM:
-94.63%
IVVW:
-1.78%
AGM:
-12.75%
Returns By Period
In the year-to-date period, IVVW achieves a -0.09% return, which is significantly higher than AGM's -4.75% return.
IVVW
-0.09%
-1.53%
6.67%
N/A
N/A
N/A
AGM
-4.75%
-10.17%
-10.01%
8.23%
21.86%
24.52%
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Risk-Adjusted Performance
IVVW vs. AGM — Risk-Adjusted Performance Rank
IVVW
AGM
IVVW vs. AGM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 BuyWrite ETF (IVVW) and Federal Agricultural Mortgage Corporation (AGM). 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.
Not enough dataDividends
IVVW vs. AGM - Dividend Comparison
IVVW's dividend yield for the trailing twelve months is around 13.73%, more than AGM's 2.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVVW iShares S&P 500 BuyWrite ETF | 13.73% | 13.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
AGM Federal Agricultural Mortgage Corporation | 2.99% | 2.84% | 2.30% | 3.37% | 2.84% | 4.31% | 3.35% | 3.84% | 1.84% | 1.82% | 2.03% | 1.85% |
Drawdowns
IVVW vs. AGM - Drawdown Comparison
The maximum IVVW drawdown since its inception was -6.20%, smaller than the maximum AGM drawdown of -94.63%. Use the drawdown chart below to compare losses from any high point for IVVW and AGM. For additional features, visit the drawdowns tool.
Volatility
IVVW vs. AGM - Volatility Comparison
The current volatility for iShares S&P 500 BuyWrite ETF (IVVW) is 2.98%, while Federal Agricultural Mortgage Corporation (AGM) has a volatility of 7.31%. This indicates that IVVW experiences smaller price fluctuations and is considered to be less risky than AGM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.