NABZY vs. IVV
Compare and contrast key facts about National Australia Bank Ltd ADR (NABZY) 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: NABZY or IVV.
Correlation
The correlation between NABZY 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
NABZY vs. IVV - Performance Comparison
Key characteristics
NABZY:
0.39
IVV:
1.89
NABZY:
0.65
IVV:
2.55
NABZY:
1.09
IVV:
1.35
NABZY:
0.63
IVV:
2.84
NABZY:
1.66
IVV:
11.79
NABZY:
5.76%
IVV:
2.03%
NABZY:
24.32%
IVV:
12.65%
NABZY:
-72.46%
IVV:
-55.25%
NABZY:
-15.18%
IVV:
-0.39%
Returns By Period
In the year-to-date period, NABZY achieves a -1.40% return, which is significantly lower than IVV's 4.21% return. Over the past 10 years, NABZY has underperformed IVV with an annualized return of 3.70%, while IVV has yielded a comparatively higher 13.25% annualized return.
NABZY
-1.40%
-8.14%
-6.91%
7.54%
9.54%
3.70%
IVV
4.21%
1.28%
10.52%
24.47%
14.68%
13.25%
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Risk-Adjusted Performance
NABZY vs. IVV — Risk-Adjusted Performance Rank
NABZY
IVV
NABZY vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for National Australia Bank Ltd ADR (NABZY) 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
NABZY vs. IVV - Dividend Comparison
NABZY's dividend yield for the trailing twelve months is around 4.89%, more than IVV's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NABZY National Australia Bank Ltd ADR | 4.89% | 4.83% | 5.22% | 5.04% | 4.59% | 2.33% | 6.68% | 8.57% | 6.46% | 9.93% | 8.26% | 6.54% |
IVV iShares Core S&P 500 ETF | 1.25% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
NABZY vs. IVV - Drawdown Comparison
The maximum NABZY drawdown since its inception was -72.46%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for NABZY and IVV. For additional features, visit the drawdowns tool.
Volatility
NABZY vs. IVV - Volatility Comparison
National Australia Bank Ltd ADR (NABZY) has a higher volatility of 12.12% compared to iShares Core S&P 500 ETF (IVV) at 2.91%. This indicates that NABZY'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.