Correlation
The correlation between LOTBY and IVV is 0.00, 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.
LOTBY vs. IVV
Compare and contrast key facts about Lotus Bakeries NV (LOTBY) and iShares Core S&P 500 ETF (IVV).
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: LOTBY or IVV.
Performance
LOTBY vs. IVV - Performance Comparison
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Key characteristics
LOTBY:
-0.59
IVV:
0.73
LOTBY:
-0.43
IVV:
1.03
LOTBY:
0.78
IVV:
1.15
LOTBY:
-0.44
IVV:
0.68
LOTBY:
-0.84
IVV:
2.57
LOTBY:
24.59%
IVV:
4.93%
LOTBY:
47.33%
IVV:
19.71%
LOTBY:
-47.12%
IVV:
-55.25%
LOTBY:
-46.52%
IVV:
-3.55%
Returns By Period
In the year-to-date period, LOTBY achieves a -30.13% return, which is significantly lower than IVV's 0.90% return.
LOTBY
-30.13%
1.13%
-46.52%
-27.49%
7.89%
N/A
N/A
IVV
0.90%
5.53%
-1.49%
13.25%
14.30%
15.90%
12.79%
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Risk-Adjusted Performance
LOTBY vs. IVV — Risk-Adjusted Performance Rank
LOTBY
IVV
LOTBY vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Lotus Bakeries NV (LOTBY) 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
LOTBY vs. IVV - Dividend Comparison
LOTBY's dividend yield for the trailing twelve months is around 1.12%, less than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LOTBY Lotus Bakeries NV | 1.12% | 0.57% | 1.49% | 0.72% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
LOTBY vs. IVV - Drawdown Comparison
The maximum LOTBY drawdown since its inception was -47.12%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for LOTBY and IVV.
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Volatility
LOTBY vs. IVV - Volatility Comparison
The current volatility for Lotus Bakeries NV (LOTBY) is 1.13%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.82%. This indicates that LOTBY 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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