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.
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
Key characteristics
RLBGX:
1.35
IVV:
2.21
RLBGX:
1.76
IVV:
2.92
RLBGX:
1.26
IVV:
1.41
RLBGX:
1.81
IVV:
3.35
RLBGX:
6.07
IVV:
14.00
RLBGX:
2.18%
IVV:
2.01%
RLBGX:
9.78%
IVV:
12.79%
RLBGX:
-22.33%
IVV:
-55.25%
RLBGX:
-4.81%
IVV:
-1.39%
Returns By Period
The year-to-date returns for both stocks are quite close, with RLBGX having a 1.98% return and IVV slightly lower at 1.97%. Over the past 10 years, RLBGX has underperformed IVV with an annualized return of 5.89%, while IVV has yielded a comparatively higher 13.35% annualized return.
RLBGX
1.98%
1.92%
1.59%
11.87%
6.05%
5.89%
IVV
1.97%
1.17%
8.43%
25.54%
14.34%
13.35%
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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 Rank
RLBGX
IVV
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 2.37%, more than IVV's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 2.37% | 2.41% | 2.66% | 2.02% | 1.50% | 1.63% | 2.20% | 2.41% | 2.07% | 2.07% | 3.82% | 9.42% |
IVV iShares Core S&P 500 ETF | 1.27% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
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 3.62%, while iShares Core S&P 500 ETF (IVV) has a volatility of 5.04%. 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.