NIO vs. IVV
Compare and contrast key facts about NIO Inc. (NIO) 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: NIO or IVV.
Key characteristics
| NIO | IVV | |
|---|---|---|
| YTD Return | -50.50% | 7.28% |
| 1Y Return | -43.66% | 25.16% |
| 3Y Return (Ann) | -52.28% | 8.43% |
| 5Y Return (Ann) | -1.81% | 13.49% |
| Sharpe Ratio | -0.63 | 2.36 |
| Daily Std Dev | 66.44% | 11.72% |
| Max Drawdown | -93.95% | -55.25% |
| Current Drawdown | -92.85% | -2.85% |
Correlation
The correlation between NIO and IVV is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NIO vs. IVV - Performance Comparison
In the year-to-date period, NIO achieves a -50.50% return, which is significantly lower than IVV's 7.28% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
NIO vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for NIO Inc. (NIO) 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
NIO vs. IVV - Dividend Comparison
NIO has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.35%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NIO NIO Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.35% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
NIO vs. IVV - Drawdown Comparison
The maximum NIO drawdown since its inception was -93.95%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for NIO and IVV. For additional features, visit the drawdowns tool.
Volatility
NIO vs. IVV - Volatility Comparison
NIO Inc. (NIO) has a higher volatility of 19.27% compared to iShares Core S&P 500 ETF (IVV) at 3.60%. This indicates that NIO'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.