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 13.77%/yr vs 15.53%/yr for IVV. At a 0.49 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 -18.90% return, which is significantly lower than IVV's 11.38% return. Over the past 10 years, RMD has underperformed IVV with an annualized return of 13.77%, while IVV has yielded a comparatively higher 15.53% annualized return.
RMD
- 1D
- 4.22%
- 1M
- -6.25%
- YTD
- -18.90%
- 6M
- -22.33%
- 1Y
- -21.49%
- 3Y*
- -3.42%
- 5Y*
- -0.22%
- 10Y*
- 13.77%
IVV
- 1D
- 0.47%
- 1M
- 4.66%
- YTD
- 11.38%
- 6M
- 11.30%
- 1Y
- 28.64%
- 3Y*
- 22.69%
- 5Y*
- 13.99%
- 10Y*
- 15.53%
RMD vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMD ResMed Inc. | -18.90% | 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 | 11.38% | 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 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.40 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.47 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.52 |
Correlation (All Time) Calculated using the full available price history since May 22, 2000 | 0.49 |
The correlation between RMD and IVV shifts across timeframes, from 0.30 (1 year) to 0.52 (10 years), reflecting how their relationship changes across market environments.
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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.
| RMD | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.34 | ||
| Sortino ratioReturn per unit of downside risk | -4.48 | ||
| Omega ratioGain probability vs. loss probability | 0.86 | 1.44 | -0.58 |
| Calmar ratioReturn relative to maximum drawdown | -0.58 | 3.24 | -3.82 |
| Martin ratioReturn relative to average drawdown | -1.37 | 15.05 | -16.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RMD | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.90 | 2.44 | -3.34 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.83 | -0.84 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.86 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.45 | +0.06 |
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 | -33.34% | -0.29% | -33.05% |
Average DrawdownAverage peak-to-trough decline | -15.98% | -10.78% | -5.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.67% | 1.91% | +13.76% |
Volatility
RMD vs. IVV - Volatility Comparison
ResMed Inc. (RMD) has a higher volatility of 10.42% compared to iShares Core S&P 500 ETF (IVV) at 2.83%. 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 | 10.42% | 2.83% | +7.59% |
Volatility (6M)Calculated over the trailing 6-month period | 19.43% | 8.90% | +10.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.92% | 11.80% | +12.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.11% | 16.88% | +14.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.53% | 18.05% | +13.48% |
Dividends
RMD vs. IVV - Dividend Comparison
RMD's dividend yield for the trailing twelve months is around 1.24%, more than IVV's 1.06% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.06% | 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. | 1.24% | 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 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RMD has higher volatility (10.42%) compared to IVV (2.83%). In terms of maximum drawdown, RMD dropped -61.61% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (2.44 vs -0.90), 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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