RMD vs. IVV
RMD (ResMed Inc.) is a stock, while IVV (iShares Core S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, RMD returned 13.16%/yr vs 15.13%/yr for IVV. At a 0.48 correlation, their price movements are largely independent.
Performance
RMD vs. IVV - Performance Comparison
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Returns By Period
In the year-to-date period, RMD achieves a -15.38% return, which is significantly lower than IVV's 10.73% return. Over the past 10 years, RMD has underperformed IVV with an annualized return of 13.16%, while IVV has yielded a comparatively higher 15.13% annualized return.
RMD
- 1D
- 2.11%
- 1M
- 4.55%
- 6M
- -21.81%
- YTD
- -15.38%
- 1Y
- -19.47%
- 3Y*
- -1.84%
- 5Y*
- -3.50%
- 10Y*
- 13.16%
IVV
- 1D
- -0.52%
- 1M
- 0.32%
- 6M
- 9.08%
- YTD
- 10.73%
- 1Y
- 21.71%
- 3Y*
- 20.11%
- 5Y*
- 13.31%
- 10Y*
- 15.13%
RMD vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMD ResMed Inc. | -15.38% | 6.26% | 34.18% | -16.55% | -19.47% | 23.41% | 38.33% | 37.85% | 36.38% | 39.06% |
IVV iShares Core S&P 500 ETF | 10.73% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Correlation
The correlation between RMD and IVV is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.23 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.37 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.51 |
Correlation (All Time) Calculated using the full available price history since May 19, 2000 | 0.48 |
Over the past year, the correlation between RMD and IVV has dropped to 0.23 - well below their long-term average of 0.48, suggesting their price drivers have been diverging.
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Return for Risk
RMD vs. IVV — Risk / Return Rank
RMD
IVV
RMD vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ResMed Inc. (RMD) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RMD | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.46 | ||
| Sortino ratioReturn per unit of downside risk | -3.27 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.31 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.52 | 2.45 | -2.98 |
| Martin ratioReturn relative to average drawdown | -1.03 | 10.67 | -11.69 |
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Drawdowns
RMD vs. IVV - Drawdown Comparison
The maximum RMD drawdown since its inception was -61.61%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for RMD and IVV.
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Drawdown Indicators
| RMD | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.61% | -55.25% | -6.36% |
Max Drawdown (1Y)Largest decline over 1 year | -37.28% | -8.89% | -28.39% |
Max Drawdown (3Y)Largest decline over 3 years | -40.09% | -18.75% | -21.34% |
Max Drawdown (5Y)Largest decline over 5 years | -53.99% | -24.53% | -29.46% |
Max Drawdown (10Y)Largest decline over 10 years | -53.99% | -33.90% | -20.09% |
Current DrawdownCurrent decline from peak | -30.44% | -0.87% | -29.57% |
Average DrawdownAverage peak-to-trough decline | -16.04% | -10.74% | -5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 18.96% | 2.04% | +16.92% |
Volatility
RMD vs. IVV - Volatility Comparison
ResMed Inc. (RMD) has a higher volatility of 12.69% compared to iShares Core S&P 500 ETF (IVV) at 3.66%. This indicates that RMD'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.
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Volatility by Period
| RMD | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.69% | 3.66% | +9.03% |
Volatility (6M)Calculated over the trailing 6-month period | 22.50% | 10.06% | +12.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.92% | 12.59% | +14.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.40% | 17.00% | +14.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.66% | 18.04% | +13.62% |
Dividends
RMD vs. IVV - Dividend Comparison
RMD's dividend yield for the trailing twelve months is around 1.18%, more than IVV's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.09% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
RMD ResMed Inc. | 1.18% | 0.94% | 0.88% | 1.07% | 0.83% | 0.62% | 0.73% | 0.98% | 1.26% | 1.61% | 2.03% | 2.16% |
Frequently Asked Questions
RMD and IVV have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RMD has higher volatility (12.69%) compared to IVV (3.66%). In terms of maximum drawdown, RMD dropped -61.61% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.73 vs -0.73), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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