MVBF vs. IVV
Compare and contrast key facts about MVB Financial Corp. (MVBF) 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: MVBF or IVV.
Correlation
The correlation between MVBF and IVV is 0.22, 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
MVBF vs. IVV - Performance Comparison
Key characteristics
MVBF:
-0.19
IVV:
2.04
MVBF:
0.02
IVV:
2.72
MVBF:
1.00
IVV:
1.38
MVBF:
-0.15
IVV:
3.10
MVBF:
-0.55
IVV:
12.98
MVBF:
15.47%
IVV:
2.01%
MVBF:
44.46%
IVV:
12.78%
MVBF:
-63.71%
IVV:
-55.25%
MVBF:
-51.20%
IVV:
-2.15%
Returns By Period
In the year-to-date period, MVBF achieves a -3.62% return, which is significantly lower than IVV's 1.18% return. Over the past 10 years, MVBF has underperformed IVV with an annualized return of 5.28%, while IVV has yielded a comparatively higher 13.44% annualized return.
MVBF
-3.62%
-6.99%
-11.53%
-7.35%
0.24%
5.28%
IVV
1.18%
-1.99%
7.15%
26.50%
14.12%
13.44%
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Risk-Adjusted Performance
MVBF vs. IVV — Risk-Adjusted Performance Rank
MVBF
IVV
MVBF vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for MVB Financial Corp. (MVBF) 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
MVBF vs. IVV - Dividend Comparison
MVBF's dividend yield for the trailing twelve months is around 3.41%, more than IVV's 1.28% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
MVB Financial Corp. | 3.41% | 3.29% | 3.01% | 3.09% | 1.23% | 1.59% | 0.78% | 0.61% | 0.50% | 0.62% | 0.61% | 0.53% |
iShares Core S&P 500 ETF | 1.28% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
MVBF vs. IVV - Drawdown Comparison
The maximum MVBF drawdown since its inception was -63.71%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for MVBF and IVV. For additional features, visit the drawdowns tool.
Volatility
MVBF vs. IVV - Volatility Comparison
MVB Financial Corp. (MVBF) has a higher volatility of 15.07% compared to iShares Core S&P 500 ETF (IVV) at 4.96%. This indicates that MVBF'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.