MATX vs. IVV
Compare and contrast key facts about Matson, Inc. (MATX) 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: MATX or IVV.
Performance
MATX vs. IVV - Performance Comparison
Returns By Period
In the year-to-date period, MATX achieves a 45.64% return, which is significantly higher than IVV's 25.01% return. Over the past 10 years, MATX has outperformed IVV with an annualized return of 19.01%, while IVV has yielded a comparatively lower 13.16% annualized return.
MATX
45.64%
16.18%
36.50%
67.85%
35.54%
19.01%
IVV
25.01%
0.62%
11.85%
32.40%
15.40%
13.16%
Key characteristics
| MATX | IVV | |
|---|---|---|
| Sharpe Ratio | 2.18 | 2.67 |
| Sortino Ratio | 3.18 | 3.57 |
| Omega Ratio | 1.37 | 1.50 |
| Calmar Ratio | 3.17 | 3.87 |
| Martin Ratio | 11.60 | 17.44 |
| Ulcer Index | 6.10% | 1.87% |
| Daily Std Dev | 32.53% | 12.20% |
| Max Drawdown | -70.57% | -55.25% |
| Current Drawdown | -5.60% | -1.74% |
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Correlation
The correlation between MATX and IVV is 0.57, 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.
Risk-Adjusted Performance
MATX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Matson, Inc. (MATX) 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.
Dividends
MATX vs. IVV - Dividend Comparison
MATX's dividend yield for the trailing twelve months is around 0.84%, less than IVV's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MATX Matson, Inc. | 0.84% | 1.15% | 1.95% | 1.18% | 1.58% | 2.11% | 2.56% | 2.61% | 2.09% | 1.64% | 1.91% | 2.37% |
IVV iShares Core S&P 500 ETF | 1.26% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
MATX vs. IVV - Drawdown Comparison
The maximum MATX drawdown since its inception was -70.57%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MATX and IVV. For additional features, visit the drawdowns tool.
Volatility
MATX vs. IVV - Volatility Comparison
Matson, Inc. (MATX) has a higher volatility of 16.96% compared to iShares Core S&P 500 ETF (IVV) at 4.08%. This indicates that MATX's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.