SNA vs. IVV
SNA (Snap-on Incorporated) 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, SNA returned 11.71%/yr vs 15.54%/yr for IVV. A 0.64 correlation means they provide meaningful diversification when combined.
Performance
SNA vs. IVV - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with SNA having a 10.97% return and IVV slightly lower at 10.85%. Over the past 10 years, SNA has underperformed IVV with an annualized return of 11.71%, while IVV has yielded a comparatively higher 15.54% annualized return.
SNA
- 1D
- 1.33%
- 1M
- 2.11%
- YTD
- 10.97%
- 6M
- 11.05%
- 1Y
- 20.78%
- 3Y*
- 16.30%
- 5Y*
- 11.07%
- 10Y*
- 11.71%
IVV
- 1D
- -0.76%
- 1M
- 4.97%
- YTD
- 10.85%
- 6M
- 10.87%
- 1Y
- 28.00%
- 3Y*
- 22.43%
- 5Y*
- 13.88%
- 10Y*
- 15.54%
SNA vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SNA Snap-on Incorporated | 10.97% | 4.28% | 20.67% | 29.70% | 8.91% | 28.83% | 4.03% | 19.54% | -14.86% | 3.64% |
IVV iShares Core S&P 500 ETF | 10.85% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Correlation
The correlation between SNA and IVV is 0.42, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.42 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.52 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.59 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.57 |
Correlation (All Time) Calculated using the full available price history since May 22, 2000 | 0.64 |
Over the past year, the correlation between SNA and IVV has dropped to 0.42 - well below their long-term average of 0.64, suggesting their price drivers have been diverging.
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Return for Risk
SNA vs. IVV — Risk / Return Rank
SNA
IVV
SNA vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Snap-on Incorporated (SNA) 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.
| SNA | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.40 | ||
| Sortino ratioReturn per unit of downside risk | -1.65 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.43 | -0.25 |
| Calmar ratioReturn relative to maximum drawdown | 2.46 | 3.17 | -0.70 |
| Martin ratioReturn relative to average drawdown | 6.13 | 14.71 | -8.58 |
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
| SNA | IVV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 2.39 | -1.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.83 | -0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.86 | -0.43 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.41 | 0.45 | -0.04 |
Drawdowns
SNA vs. IVV - Drawdown Comparison
The maximum SNA drawdown since its inception was -65.76%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for SNA and IVV.
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Drawdown Indicators
| SNA | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.76% | -55.25% | -10.51% |
Max Drawdown (1Y)Largest decline over 1 year | -8.47% | -8.89% | +0.42% |
Max Drawdown (3Y)Largest decline over 3 years | -20.77% | -18.75% | -2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -22.65% | -24.53% | +1.88% |
Max Drawdown (10Y)Largest decline over 10 years | -47.38% | -33.90% | -13.48% |
Current DrawdownCurrent decline from peak | -2.76% | -0.76% | -2.00% |
Average DrawdownAverage peak-to-trough decline | -13.88% | -10.78% | -3.10% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.40% | 1.91% | +1.49% |
Volatility
SNA vs. IVV - Volatility Comparison
Snap-on Incorporated (SNA) has a higher volatility of 6.90% compared to iShares Core S&P 500 ETF (IVV) at 2.87%. This indicates that SNA'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
| SNA | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.90% | 2.87% | +4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.63% | 8.90% | +5.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.17% | 11.80% | +9.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.91% | 16.88% | +7.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.18% | 18.05% | +9.13% |
Dividends
SNA vs. IVV - Dividend Comparison
SNA's dividend yield for the trailing twelve months is around 2.51%, 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% |
SNA Snap-on Incorporated | 2.51% | 2.57% | 2.27% | 2.33% | 2.57% | 2.37% | 2.61% | 2.32% | 2.35% | 1.69% | 1.48% | 1.28% |
Frequently Asked Questions
SNA and IVV have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SNA has higher volatility (6.90%) compared to IVV (2.87%). In terms of maximum drawdown, SNA dropped -65.76% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (2.39 vs 0.99), 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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