Correlation
The correlation between LIFIX and IVV is 0.29, 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.
LIFIX vs. IVV
Compare and contrast key facts about Lord Abbett Inflation Focused Fund (LIFIX) and iShares Core S&P 500 ETF (IVV).
LIFIX is managed by Lord Abbett. It was launched on Apr 28, 2011. 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: LIFIX or IVV.
Performance
LIFIX vs. IVV - Performance Comparison
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Key characteristics
LIFIX:
2.20
IVV:
0.73
LIFIX:
3.37
IVV:
1.03
LIFIX:
1.46
IVV:
1.15
LIFIX:
2.98
IVV:
0.68
LIFIX:
12.34
IVV:
2.57
LIFIX:
0.51%
IVV:
4.93%
LIFIX:
3.06%
IVV:
19.71%
LIFIX:
-18.02%
IVV:
-55.25%
LIFIX:
-0.34%
IVV:
-3.55%
Returns By Period
In the year-to-date period, LIFIX achieves a 3.32% return, which is significantly higher than IVV's 0.90% return. Over the past 10 years, LIFIX has underperformed IVV with an annualized return of 3.17%, while IVV has yielded a comparatively higher 12.79% annualized return.
LIFIX
3.32%
-0.17%
3.79%
6.31%
2.95%
6.74%
3.17%
IVV
0.90%
5.53%
-1.49%
13.25%
14.30%
15.90%
12.79%
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LIFIX vs. IVV - Expense Ratio Comparison
LIFIX has a 0.47% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
LIFIX vs. IVV — Risk-Adjusted Performance Rank
LIFIX
IVV
LIFIX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lord Abbett Inflation Focused Fund (LIFIX) 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
LIFIX vs. IVV - Dividend Comparison
LIFIX's dividend yield for the trailing twelve months is around 4.35%, more than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LIFIX Lord Abbett Inflation Focused Fund | 4.35% | 4.57% | 4.22% | 3.60% | 2.56% | 3.78% | 4.14% | 4.18% | 3.97% | 4.44% | 4.43% | 4.24% |
IVV iShares Core S&P 500 ETF | 1.31% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
LIFIX vs. IVV - Drawdown Comparison
The maximum LIFIX drawdown since its inception was -18.02%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LIFIX and IVV.
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Volatility
LIFIX vs. IVV - Volatility Comparison
The current volatility for Lord Abbett Inflation Focused Fund (LIFIX) is 0.73%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.82%. This indicates that LIFIX 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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