Correlation
The correlation between LAFFX and IVV is 0.93, 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.
LAFFX vs. IVV
Compare and contrast key facts about Lord Abbett Affiliated Fund (LAFFX) and iShares Core S&P 500 ETF (IVV).
LAFFX is managed by Lord Abbett. It was launched on Jan 3, 1950. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LAFFX or IVV.
Performance
LAFFX vs. IVV - Performance Comparison
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Key characteristics
LAFFX:
0.70
IVV:
0.71
LAFFX:
1.22
IVV:
1.13
LAFFX:
1.18
IVV:
1.17
LAFFX:
0.88
IVV:
0.76
LAFFX:
3.20
IVV:
2.87
LAFFX:
4.21%
IVV:
4.94%
LAFFX:
16.62%
IVV:
19.73%
LAFFX:
-60.50%
IVV:
-55.25%
LAFFX:
-3.01%
IVV:
-2.99%
Returns By Period
In the year-to-date period, LAFFX achieves a 3.49% return, which is significantly higher than IVV's 1.49% return. Over the past 10 years, LAFFX has underperformed IVV with an annualized return of 8.58%, while IVV has yielded a comparatively higher 12.94% annualized return.
LAFFX
3.49%
2.84%
-2.49%
11.50%
10.16%
11.96%
8.58%
IVV
1.49%
4.61%
-1.18%
13.91%
14.75%
15.42%
12.94%
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LAFFX vs. IVV - Expense Ratio Comparison
LAFFX has a 0.71% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
LAFFX vs. IVV — Risk-Adjusted Performance Rank
LAFFX
IVV
LAFFX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Affiliated Fund (LAFFX) 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.
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Dividends
LAFFX vs. IVV - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 6.08%, more than IVV's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 6.08% | 6.31% | 1.69% | 7.87% | 3.86% | 1.92% | 4.31% | 11.76% | 11.96% | 7.76% | 10.67% | 7.11% |
IVV iShares Core S&P 500 ETF | 1.30% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
LAFFX vs. IVV - Drawdown Comparison
The maximum LAFFX drawdown since its inception was -60.50%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LAFFX and IVV.
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Volatility
LAFFX vs. IVV - Volatility Comparison
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 3.72%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.83%. This indicates that LAFFX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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