MITSY vs. IVV
Compare and contrast key facts about Mitsui & Company Ltd (MITSY) 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: MITSY or IVV.
Correlation
The correlation between MITSY and IVV is 0.15, 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.
Performance
MITSY vs. IVV - Performance Comparison
Key characteristics
MITSY:
0.49
IVV:
2.22
MITSY:
0.83
IVV:
2.96
MITSY:
1.11
IVV:
1.41
MITSY:
0.47
IVV:
3.32
MITSY:
0.99
IVV:
14.44
MITSY:
15.29%
IVV:
1.94%
MITSY:
30.76%
IVV:
12.57%
MITSY:
-72.08%
IVV:
-55.25%
MITSY:
-21.68%
IVV:
-2.31%
Returns By Period
In the year-to-date period, MITSY achieves a -0.38% return, which is significantly lower than IVV's 1.01% return. Over the past 10 years, MITSY has outperformed IVV with an annualized return of 19.80%, while IVV has yielded a comparatively lower 13.51% annualized return.
MITSY
-0.38%
-4.04%
-12.55%
13.62%
23.77%
19.80%
IVV
1.01%
-2.29%
7.40%
28.36%
14.72%
13.51%
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Risk-Adjusted Performance
MITSY vs. IVV - Risk-Adjusted Performance 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.
Dividends
MITSY vs. IVV - Dividend Comparison
MITSY's dividend yield for the trailing twelve months is around 1.27%, less than IVV's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MITSY Mitsui & Company Ltd | 1.27% | 1.27% | 2.93% | 3.16% | 3.40% | 8.26% | 8.26% | 9.31% | 6.57% | 7.62% | 8.62% | 8.90% |
IVV iShares Core S&P 500 ETF | 1.29% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
MITSY vs. IVV - Drawdown Comparison
The maximum MITSY drawdown since its inception was -72.08%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MITSY and IVV. For additional features, visit the drawdowns tool.
Volatility
MITSY vs. IVV - Volatility Comparison
Mitsui & Company Ltd (MITSY) has a higher volatility of 6.23% compared to iShares Core S&P 500 ETF (IVV) at 4.33%. 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.