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.
Performance
MVBF vs. IVV - Performance Comparison
Returns By Period
In the year-to-date period, MVBF achieves a 0.52% return, which is significantly lower than IVV's 24.49% return. Over the past 10 years, MVBF has underperformed IVV with an annualized return of 7.18%, while IVV has yielded a comparatively higher 13.10% annualized return.
MVBF
0.52%
7.33%
18.89%
15.10%
3.88%
7.18%
IVV
24.49%
0.61%
11.39%
31.99%
15.29%
13.10%
Key characteristics
| MVBF | IVV | |
|---|---|---|
| Sharpe Ratio | 0.34 | 2.64 |
| Sortino Ratio | 0.87 | 3.54 |
| Omega Ratio | 1.10 | 1.49 |
| Calmar Ratio | 0.26 | 3.82 |
| Martin Ratio | 1.00 | 17.27 |
| Ulcer Index | 14.82% | 1.86% |
| Daily Std Dev | 43.70% | 12.17% |
| Max Drawdown | -63.71% | -55.25% |
| Current Drawdown | -46.34% | -2.15% |
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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.
Risk-Adjusted Performance
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 3.08%, more than IVV's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MVBF MVB Financial Corp. | 3.08% | 3.01% | 3.09% | 1.23% | 1.59% | 0.78% | 0.61% | 0.50% | 0.62% | 0.61% | 0.53% | 0.45% |
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
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 22.37% compared to iShares Core S&P 500 ETF (IVV) at 4.08%. 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.