NOSIX vs. IVV
Compare and contrast key facts about Northern Stock Index Fund (NOSIX) and iShares Core S&P 500 ETF (IVV).
NOSIX is managed by Northern Funds. It was launched on Oct 7, 1996. 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
NOSIX vs. IVV - Performance Comparison
Loading graphics...
NOSIX vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | -7.06% | 17.83% | 24.87% | 26.24% | -18.25% | 28.55% | 18.33% | 31.35% | -4.54% | 21.71% |
IVV iShares Core S&P 500 ETF | -4.38% | 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, NOSIX achieves a -7.06% return, which is significantly lower than IVV's -4.38% return. Both investments have delivered pretty close results over the past 10 years, with NOSIX having a 13.65% annualized return and IVV not far ahead at 14.02%.
NOSIX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.42%
- 3Y*
- 17.12%
- 5Y*
- 11.31%
- 10Y*
- 13.65%
IVV
- 1D
- 2.88%
- 1M
- -4.99%
- YTD
- -4.38%
- 6M
- -1.80%
- 1Y
- 17.69%
- 3Y*
- 18.29%
- 5Y*
- 11.76%
- 10Y*
- 14.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NOSIX vs. IVV - Expense Ratio Comparison
NOSIX has a 0.05% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
NOSIX vs. IVV — Risk / Return Rank
NOSIX
IVV
NOSIX vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Northern Stock Index Fund (NOSIX) 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.
| NOSIX | IVV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.79 | 0.97 | -0.18 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.49 | -0.21 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.23 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.88 | 1.53 | -0.66 |
Martin ratioReturn relative to average drawdown | 4.18 | 7.32 | -3.14 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NOSIX | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.79 | 0.97 | -0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.70 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.78 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.47 | 0.42 | +0.05 |
Correlation
The correlation between NOSIX and IVV is 0.95, 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
NOSIX vs. IVV - Dividend Comparison
NOSIX's dividend yield for the trailing twelve months is around 3.17%, more than IVV's 1.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOSIX Northern Stock Index Fund | 3.17% | 2.94% | 2.59% | 5.02% | 4.72% | 3.22% | 4.00% | 2.41% | 4.82% | 3.13% | 2.76% | 3.36% |
IVV iShares Core S&P 500 ETF | 1.23% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Drawdowns
NOSIX vs. IVV - Drawdown Comparison
The maximum NOSIX drawdown since its inception was -55.42%, roughly equal to the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for NOSIX and IVV.
Loading graphics...
Drawdown Indicators
| NOSIX | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.42% | -55.25% | -0.17% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -12.06% | -0.05% |
Max Drawdown (5Y)Largest decline over 5 years | -24.54% | -24.53% | -0.01% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -33.90% | +0.08% |
Current DrawdownCurrent decline from peak | -8.89% | -6.26% | -2.63% |
Average DrawdownAverage peak-to-trough decline | -10.39% | -10.85% | +0.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.67% | 2.53% | +0.14% |
Volatility
NOSIX vs. IVV - Volatility Comparison
The current volatility for Northern Stock Index Fund (NOSIX) is 4.24%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.30%. This indicates that NOSIX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NOSIX | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 5.30% | -1.06% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 9.45% | -0.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.35% | 18.31% | +1.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.16% | 16.89% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.17% | 18.04% | +0.13% |