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MITSY vs. IVV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

MITSY vs. IVV

Last updated Jun 24, 2026

MITSY (Mitsui & Company Ltd) is a stock, while IVV (iShares Core S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, MITSY returned 17.70%/yr vs 15.58%/yr for IVV. At a 0.42 correlation, their price movements are largely independent.

Performance

MITSY vs. IVV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Mitsui & Company Ltd (MITSY) and iShares Core S&P 500 ETF (IVV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MITSY achieves a -2.80% return, which is significantly lower than IVV's 8.20% return. Over the past 10 years, MITSY has outperformed IVV with an annualized return of 17.70%, while IVV has yielded a comparatively lower 15.58% annualized return.

MITSY

1D
-3.02%
1M
-18.82%
YTD
-2.80%
6M
-3.28%
1Y
42.04%
3Y*
15.33%
5Y*
20.76%
10Y*
17.70%

IVV

1D
-1.42%
1M
-1.34%
YTD
8.20%
6M
7.25%
1Y
23.72%
3Y*
20.79%
5Y*
13.13%
10Y*
15.58%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MITSY vs. IVV - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
MITSY
Mitsui & Company Ltd		-2.80%43.31%13.10%28.00%23.12%28.70%4.06%14.13%-4.90%20.93%
IVV
iShares Core S&P 500 ETF		8.20%17.85%24.93%26.31%-18.16%28.76%18.40%31.07%-4.49%21.75%

Correlation

The correlation between MITSY and IVV is 0.36, which is low. Their price movements are largely independent, making them effective diversification partners.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.36

Correlation (3Y)
Calculated over the trailing 3-year period

0.38

Correlation (5Y)
Calculated over the trailing 5-year period

0.35

Correlation (10Y)
Calculated over the trailing 10-year period

0.39

Correlation (All Time)
Calculated using the full available price history since Apr 25, 2011

0.42

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Mitsui & Company Ltd

iShares Core S&P 500 ETF

Often compared with MITSY:
MITSY vs. ITOCYMITSY vs. MARUYMITSY vs. NTTYYMITSY vs. METAMITSY vs. TRYIYMITSY vs. SPYMITSY vs. VOO
Often compared with IVV:
IVV vs. VOOIVV vs. SPYIVV vs. FXAIXIVV vs. QQQIVV vs. VTIIVV vs. IOOIVV vs. CSPX.L

Return for Risk

MITSY vs. IVV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
MITSY
MITSY Risk / Return Rank: 7575
Overall Rank
MITSY Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
MITSY Sortino Ratio Rank: 7676
Sortino Ratio Rank
MITSY Omega Ratio Rank: 7373
Omega Ratio Rank
MITSY Calmar Ratio Rank: 6868
Calmar Ratio Rank
MITSY Martin Ratio Rank: 7777
Martin Ratio Rank
IVV
IVV Risk / Return Rank: 5959
Overall Rank
IVV Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
IVV Sortino Ratio Rank: 5656
Sortino Ratio Rank
IVV Omega Ratio Rank: 5858
Omega Ratio Rank
IVV Calmar Ratio Rank: 5656
Calmar Ratio Rank
IVV Martin Ratio Rank: 6767
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MITSY vs. IVV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Mitsui & Company Ltd (MITSY) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

MITSYIVVDifference
Sharpe ratioReturn per unit of total volatility
1.37
1.91

-0.55

Sortino ratioReturn per unit of downside risk
1.98
2.60

-0.62

Omega ratioGain probability vs. loss probability

1.24

1.35

-0.11

Calmar ratioReturn relative to maximum drawdown

1.40

2.68

-1.28

Martin ratioReturn relative to average drawdown

5.30

11.98

-6.68

MITSY vs. IVV - Sharpe Ratio Comparison

The current MITSY Sharpe Ratio is 1.37, which is comparable to the IVV Sharpe Ratio of 1.91. The chart below compares the historical Sharpe Ratios of MITSY and IVV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Drawdowns

MITSY vs. IVV - Drawdown Comparison

The maximum MITSY drawdown since its inception was -44.45%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MITSY and IVV.

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Drawdown Indicators

MITSYIVVDifference

Max Drawdown

Largest peak-to-trough decline

-44.45%

-55.25%

+10.80%

Max Drawdown (1Y)

Largest decline over 1 year

-30.07%

-8.89%

-21.18%

Max Drawdown (3Y)

Largest decline over 3 years

-33.95%

-18.75%

-15.20%

Max Drawdown (5Y)

Largest decline over 5 years

-33.95%

-24.53%

-9.42%

Max Drawdown (10Y)

Largest decline over 10 years

-33.95%

-33.90%

-0.05%

Current Drawdown

Current decline from peak

-30.07%

-3.14%

-26.93%

Average Drawdown

Average peak-to-trough decline

-16.09%

-10.76%

-5.33%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.95%

1.99%

+5.96%

Volatility

MITSY vs. IVV - Volatility Comparison

Mitsui & Company Ltd (MITSY) has a higher volatility of 8.98% compared to iShares Core S&P 500 ETF (IVV) at 4.88%. This indicates that MITSY'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.

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Volatility by Period

MITSYIVVDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.98%

4.88%

+4.10%

Volatility (6M)

Calculated over the trailing 6-month period

24.33%

9.85%

+14.48%

Volatility (1Y)

Calculated over the trailing 1-year period

30.90%

12.48%

+18.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.70%

16.98%

+12.72%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.78%

18.07%

+8.71%

Dividends

MITSY vs. IVV - Dividend Comparison

MITSY has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.11%.

PositionTTM20252024202320222021202020192018201720162015
IVV
iShares Core S&P 500 ETF		1.11%1.17%1.30%1.44%1.66%1.20%1.57%1.85%2.21%1.75%2.01%2.27%
MITSY
Mitsui & Company Ltd		0.00%1.17%1.61%0.00%0.00%0.00%0.00%0.00%0.00%1.65%3.82%0.00%

Frequently Asked Questions

MITSY and IVV have a correlation of 0.36, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

MITSY has higher volatility (8.98%) compared to IVV (4.88%). In terms of maximum drawdown, MITSY dropped -44.45% vs IVV's -55.25%.

IVV currently has the higher Sharpe Ratio (1.91 vs 1.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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