LLYVA vs. INDEX
Compare and contrast key facts about Liberty Media Corporation Series A Liberty Live Common Stock (LLYVA) and Index Funds S&P 500 Equal Weight (INDEX).
INDEX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LLYVA or INDEX.
Correlation
The correlation between LLYVA and INDEX is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LLYVA vs. INDEX - Performance Comparison
Key characteristics
LLYVA:
4.12
INDEX:
1.88
LLYVA:
4.64
INDEX:
2.54
LLYVA:
1.68
INDEX:
1.34
LLYVA:
6.16
INDEX:
2.88
LLYVA:
14.95
INDEX:
11.44
LLYVA:
8.59%
INDEX:
2.11%
LLYVA:
31.20%
INDEX:
12.79%
LLYVA:
-20.85%
INDEX:
-38.82%
LLYVA:
0.00%
INDEX:
-0.01%
Returns By Period
In the year-to-date period, LLYVA achieves a 18.81% return, which is significantly higher than INDEX's 4.07% return.
LLYVA
18.81%
17.64%
105.08%
115.18%
N/A
N/A
INDEX
4.07%
2.85%
9.96%
22.17%
11.72%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
LLYVA vs. INDEX — Risk-Adjusted Performance Rank
LLYVA
INDEX
LLYVA vs. INDEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty Media Corporation Series A Liberty Live Common Stock (LLYVA) and Index Funds S&P 500 Equal Weight (INDEX). 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.
Dividends
LLYVA vs. INDEX - Dividend Comparison
LLYVA has not paid dividends to shareholders, while INDEX's dividend yield for the trailing twelve months is around 1.28%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
INDEX Index Funds S&P 500 Equal Weight | 1.28% | 1.34% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% |
Drawdowns
LLYVA vs. INDEX - Drawdown Comparison
The maximum LLYVA drawdown since its inception was -20.85%, smaller than the maximum INDEX drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for LLYVA and INDEX. For additional features, visit the drawdowns tool.
Volatility
LLYVA vs. INDEX - Volatility Comparison
Liberty Media Corporation Series A Liberty Live Common Stock (LLYVA) has a higher volatility of 5.02% compared to Index Funds S&P 500 Equal Weight (INDEX) at 3.20%. This indicates that LLYVA's price experiences larger fluctuations and is considered to be riskier than INDEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.