IVVW vs. VOO
Compare and contrast key facts about iShares S&P 500 BuyWrite ETF (IVVW) and Vanguard S&P 500 ETF (VOO).
IVVW and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both IVVW and VOO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IVVW or VOO.
Correlation
The correlation between IVVW and VOO is 0.90, 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
IVVW vs. VOO - Performance Comparison
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Key characteristics
IVVW:
0.46
VOO:
0.72
IVVW:
0.79
VOO:
1.12
IVVW:
1.14
VOO:
1.16
IVVW:
0.47
VOO:
0.74
IVVW:
1.91
VOO:
2.83
IVVW:
4.17%
VOO:
4.88%
IVVW:
17.01%
VOO:
19.41%
IVVW:
-16.79%
VOO:
-33.99%
IVVW:
-6.72%
VOO:
-2.65%
Returns By Period
In the year-to-date period, IVVW achieves a -3.03% return, which is significantly lower than VOO's 1.84% return.
IVVW
-3.03%
5.39%
-1.86%
7.72%
N/A
N/A
N/A
VOO
1.84%
13.00%
1.80%
13.86%
16.93%
16.68%
12.82%
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IVVW vs. VOO - Expense Ratio Comparison
IVVW has a 0.25% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
IVVW vs. VOO — Risk-Adjusted Performance Rank
IVVW
VOO
IVVW vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 BuyWrite ETF (IVVW) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
IVVW vs. VOO - Dividend Comparison
IVVW's dividend yield for the trailing twelve months is around 17.28%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVVW iShares S&P 500 BuyWrite ETF | 17.28% | 13.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
IVVW vs. VOO - Drawdown Comparison
The maximum IVVW drawdown since its inception was -16.79%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for IVVW and VOO. For additional features, visit the drawdowns tool.
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Volatility
IVVW vs. VOO - Volatility Comparison
The current volatility for iShares S&P 500 BuyWrite ETF (IVVW) is 3.04%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.49%. This indicates that IVVW experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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