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.
Performance
LAFFX vs. IVV - Performance Comparison
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LAFFX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | -0.95% | 15.75% | 17.30% | 10.50% | -9.80% | 26.77% | -1.29% | 25.24% | -7.59% | 16.16% |
IVV iShares Core S&P 500 ETF | -4.38% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, LAFFX achieves a -0.95% return, which is significantly higher than IVV's -4.38% return. Over the past 10 years, LAFFX has underperformed IVV with an annualized return of 9.91%, while IVV has yielded a comparatively higher 14.02% annualized return.
LAFFX
- 1D
- -0.30%
- 1M
- -7.20%
- YTD
- -0.95%
- 6M
- 1.59%
- 1Y
- 14.23%
- 3Y*
- 15.15%
- 5Y*
- 9.34%
- 10Y*
- 9.91%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
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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.
Return for Risk
LAFFX vs. IVV — Risk / Return Rank
LAFFX
IVV
LAFFX vs. IVV - Risk-Adjusted Trends 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.
| LAFFX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.01 | 0.97 | +0.04 |
Sortino ratioReturn per unit of downside risk | 1.45 | 1.49 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.23 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.24 | 1.53 | -0.29 |
Martin ratioReturn relative to average drawdown | 5.72 | 7.32 | -1.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LAFFX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.01 | 0.97 | +0.04 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.70 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.57 | 0.78 | -0.21 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.44 | 0.42 | +0.02 |
Correlation
The correlation between LAFFX and IVV is 0.92, 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.
Dividends
LAFFX vs. IVV - Dividend Comparison
LAFFX's dividend yield for the trailing twelve months is around 7.27%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LAFFX Lord Abbett Affiliated Fund | 7.27% | 7.49% | 6.32% | 1.69% | 7.86% | 3.86% | 1.93% | 4.31% | 11.75% | 11.96% | 7.76% | 10.67% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
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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Drawdown Indicators
| LAFFX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.50% | -55.25% | -5.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.94% | -12.06% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -24.53% | +5.03% |
Max Drawdown (10Y)Largest decline over 10 years | -39.59% | -33.90% | -5.69% |
Current DrawdownCurrent decline from peak | -7.59% | -6.26% | -1.33% |
Average DrawdownAverage peak-to-trough decline | -9.05% | -10.85% | +1.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.37% | 2.53% | -0.16% |
Volatility
LAFFX vs. IVV - Volatility Comparison
The current volatility for Lord Abbett Affiliated Fund (LAFFX) is 3.81%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. 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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Volatility by Period
| LAFFX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.81% | 5.30% | -1.49% |
Volatility (6M)Calculated over the trailing 6-month period | 8.02% | 9.45% | -1.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.16% | 18.31% | -3.15% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.61% | 16.89% | -2.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.42% | 18.04% | -0.62% |