RLBGX vs. IVV
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and iShares Core S&P 500 ETF (IVV).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. 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: RLBGX or IVV.
Key characteristics
| RLBGX | IVV | |
|---|---|---|
| YTD Return | 16.95% | 27.13% |
| 1Y Return | 27.31% | 39.88% |
| 3Y Return (Ann) | 6.05% | 10.28% |
| 5Y Return (Ann) | 9.50% | 16.00% |
| 10Y Return (Ann) | 8.87% | 13.42% |
| Sharpe Ratio | 3.11 | 3.15 |
| Sortino Ratio | 4.42 | 4.20 |
| Omega Ratio | 1.60 | 1.59 |
| Calmar Ratio | 3.53 | 4.62 |
| Martin Ratio | 21.82 | 20.91 |
| Ulcer Index | 1.21% | 1.86% |
| Daily Std Dev | 8.48% | 12.31% |
| Max Drawdown | -22.33% | -55.25% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between RLBGX 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.
Performance
RLBGX vs. IVV - Performance Comparison
In the year-to-date period, RLBGX achieves a 16.95% return, which is significantly lower than IVV's 27.13% return. Over the past 10 years, RLBGX has underperformed IVV with an annualized return of 8.87%, while IVV has yielded a comparatively higher 13.42% annualized 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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RLBGX vs. IVV - Expense Ratio Comparison
RLBGX has a 0.25% 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%.
Risk-Adjusted Performance
RLBGX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) 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
RLBGX vs. IVV - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 2.40%, more than IVV's 1.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 2.40% | 2.66% | 2.02% | 1.50% | 1.63% | 2.20% | 2.41% | 2.07% | 2.07% | 2.84% | 8.51% | 1.83% |
IVV iShares Core S&P 500 ETF | 1.24% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% | 1.80% |
Drawdowns
RLBGX vs. IVV - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for RLBGX and IVV. For additional features, visit the drawdowns tool.
Volatility
RLBGX vs. IVV - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 2.38%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.95%. This indicates that RLBGX 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.