NEWFX vs. IVV
Compare and contrast key facts about American Funds New World Fund (NEWFX) and iShares Core S&P 500 ETF (IVV).
NEWFX is managed by American Funds. It was launched on Jun 16, 1999. 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.
Performance
NEWFX vs. IVV - Performance Comparison
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NEWFX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NEWFX American Funds New World Fund | -1.57% | 28.16% | 6.45% | 15.75% | -22.08% | 4.69% | 24.79% | 27.51% | -12.32% | 32.56% |
IVV iShares Core S&P 500 ETF | -3.67% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Returns By Period
In the year-to-date period, NEWFX achieves a -1.57% return, which is significantly higher than IVV's -3.67% return. Over the past 10 years, NEWFX has underperformed IVV with an annualized return of 9.32%, while IVV has yielded a comparatively higher 14.11% annualized return.
NEWFX
- 1D
- 2.62%
- 1M
- -8.59%
- YTD
- -1.57%
- 6M
- 1.91%
- 1Y
- 23.53%
- 3Y*
- 13.41%
- 5Y*
- 4.37%
- 10Y*
- 9.32%
IVV
- 1D
- 0.74%
- 1M
- -4.30%
- YTD
- -3.67%
- 6M
- -1.44%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.92%
- 10Y*
- 14.11%
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NEWFX vs. IVV - Expense Ratio Comparison
NEWFX has a 0.96% expense ratio, which is higher than IVV's 0.03% expense ratio.
Return for Risk
NEWFX vs. IVV — Risk / Return Rank
NEWFX
IVV
NEWFX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds New World Fund (NEWFX) 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.
| NEWFX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.56 | 1.00 | +0.56 |
Sortino ratioReturn per unit of downside risk | 2.16 | 1.52 | +0.64 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.23 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.79 | 1.54 | +0.25 |
Martin ratioReturn relative to average drawdown | 7.45 | 7.28 | +0.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NEWFX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.56 | 1.00 | +0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.29 | 0.71 | -0.42 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.58 | 0.78 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.42 | +0.07 |
Correlation
The correlation between NEWFX and IVV is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NEWFX vs. IVV - Dividend Comparison
NEWFX's dividend yield for the trailing twelve months is around 5.80%, more than IVV's 1.22% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NEWFX American Funds New World Fund | 5.80% | 5.71% | 3.66% | 2.46% | 0.89% | 6.89% | 0.10% | 3.65% | 2.26% | 1.90% | 0.92% | 0.60% |
IVV iShares Core S&P 500 ETF | 1.22% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
NEWFX vs. IVV - Drawdown Comparison
The maximum NEWFX drawdown since its inception was -56.71%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for NEWFX and IVV.
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Drawdown Indicators
| NEWFX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.71% | -55.25% | -1.46% |
Max Drawdown (1Y)Largest decline over 1 year | -13.03% | -12.06% | -0.97% |
Max Drawdown (5Y)Largest decline over 5 years | -33.68% | -24.53% | -9.15% |
Max Drawdown (10Y)Largest decline over 10 years | -33.68% | -33.90% | +0.22% |
Current DrawdownCurrent decline from peak | -10.76% | -5.57% | -5.19% |
Average DrawdownAverage peak-to-trough decline | -11.80% | -10.84% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.14% | 2.55% | +0.59% |
Volatility
NEWFX vs. IVV - Volatility Comparison
American Funds New World Fund (NEWFX) has a higher volatility of 7.10% compared to iShares Core S&P 500 ETF (IVV) at 5.34%. This indicates that NEWFX'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
| NEWFX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.10% | 5.34% | +1.76% |
Volatility (6M)Calculated over the trailing 6-month period | 11.01% | 9.47% | +1.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.63% | 18.31% | -2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.17% | 16.89% | -1.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.98% | 18.03% | -2.05% |