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:
0.99
IVV:
2.25
RLBGX:
1.27
IVV:
2.98
RLBGX:
1.20
IVV:
1.42
RLBGX:
1.20
IVV:
3.32
RLBGX:
6.29
IVV:
14.68
RLBGX:
1.60%
IVV:
1.90%
RLBGX:
10.13%
IVV:
12.43%
RLBGX:
-22.33%
IVV:
-55.25%
RLBGX:
-7.66%
IVV:
-2.52%
Returns By Period
In the year-to-date period, RLBGX achieves a 8.69% return, which is significantly lower than IVV's 25.92% return. Over the past 10 years, RLBGX has underperformed IVV with an annualized return of 8.48%, while IVV has yielded a comparatively higher 13.05% annualized return.
RLBGX
8.69%
-5.39%
-0.46%
9.34%
7.25%
8.48%
IVV
25.92%
0.33%
9.27%
26.64%
14.77%
13.05%
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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 1.19%, less than IVV's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 1.19% | 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 | 1.29% | 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
American Funds American Balanced Fund Class R-6 (RLBGX) has a higher volatility of 6.21% compared to iShares Core S&P 500 ETF (IVV) at 3.75%. This indicates that RLBGX'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.