IYLD vs. THRV
IYLD (iShares Morningstar Multi-Asset Income ETF) and THRV (Prospera Income ETF) are both Diversified Portfolio funds. IYLD is passively managed, while THRV is actively managed. A 0.65 correlation means they provide meaningful diversification when combined. IYLD charges 0.60%/yr vs 1.80%/yr for THRV.
Performance
IYLD vs. THRV - Performance Comparison
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Returns By Period
In the year-to-date period, IYLD achieves a 4.83% return, which is significantly higher than THRV's 1.77% return.
IYLD
- 1D
- -0.42%
- 1M
- 0.14%
- YTD
- 4.83%
- 6M
- 4.78%
- 1Y
- 13.19%
- 3Y*
- 10.52%
- 5Y*
- 3.26%
- 10Y*
- 4.06%
THRV
- 1D
- -0.02%
- 1M
- -0.35%
- YTD
- 1.77%
- 6M
- 1.87%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYLD vs. THRV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IYLD iShares Morningstar Multi-Asset Income ETF | 4.83% | 2.57% |
THRV Prospera Income ETF | 1.77% | 0.15% |
Correlation
The correlation between IYLD and THRV is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.65 |
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Return for Risk
IYLD vs. THRV — Risk / Return Rank
IYLD
THRV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYLD vs. THRV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Morningstar Multi-Asset Income ETF (IYLD) and Prospera Income ETF (THRV). 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.
| IYLD | THRV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.43 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.86 | — | — |
| Martin ratioReturn relative to average drawdown | 11.00 | — | — |
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Drawdowns
IYLD vs. THRV - Drawdown Comparison
The maximum IYLD drawdown since its inception was -30.23%, which is greater than THRV's maximum drawdown of -1.50%. Use the drawdown chart below to compare losses from any high point for IYLD and THRV.
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Drawdown Indicators
| IYLD | THRV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.23% | -1.50% | -28.73% |
Max Drawdown (1Y)Largest decline over 1 year | -4.63% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -5.20% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -22.57% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -30.23% | — | — |
Current DrawdownCurrent decline from peak | -0.66% | -0.60% | -0.06% |
Average DrawdownAverage peak-to-trough decline | -4.52% | -0.44% | -4.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | — | — |
Volatility
IYLD vs. THRV - Volatility Comparison
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Volatility by Period
| IYLD | THRV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.48% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 4.76% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 5.84% | 2.95% | +2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.87% | 2.95% | +4.92% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 9.56% | 2.95% | +6.61% |
IYLD vs. THRV - Expense Ratio Comparison
IYLD has a 0.60% expense ratio, which is lower than THRV's 1.80% expense ratio.
Dividends
IYLD vs. THRV - Dividend Comparison
IYLD's dividend yield for the trailing twelve months is around 4.61%, less than THRV's 5.40% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYLD iShares Morningstar Multi-Asset Income ETF | 4.61% | 4.72% | 5.32% | 5.76% | 5.45% | 3.47% | 4.38% | 5.25% | 5.78% | 4.22% | 4.84% | 5.26% |
THRV Prospera Income ETF | 5.40% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IYLD and THRV have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IYLD is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IYLD is cheaper with a 0.60% expense ratio, compared with 1.80% for THRV.
THRV has the higher dividend yield at 5.40%, compared with 4.61% for IYLD.
They also come from different issuers: iShares and Prospera Funds. Their fees differ too: 0.60% for IYLD and 1.80% for THRV.
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