SOBKY vs. IVV
SOBKY (SoftBank Corp) 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 5 years, SOBKY returned 0.46%/yr vs 13.01%/yr for IVV. At a 0.20 correlation, their price movements are largely independent.
Performance
SOBKY vs. IVV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SOBKY achieves a -3.52% return, which is significantly lower than IVV's 10.46% return.
SOBKY
- 1D
- 0.96%
- 1M
- -1.20%
- 6M
- -4.08%
- YTD
- -3.52%
- 1Y
- -10.41%
- 3Y*
- 7.54%
- 5Y*
- 0.46%
- 10Y*
- —
IVV
- 1D
- -0.73%
- 1M
- 1.27%
- 6M
- 8.36%
- YTD
- 10.46%
- 1Y
- 21.57%
- 3Y*
- 20.16%
- 5Y*
- 13.01%
- 10Y*
- 15.14%
SOBKY vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SOBKY SoftBank Corp | -3.52% | 10.81% | 4.12% | 9.74% | -10.64% | -0.24% | -3.88% | 13.19% |
IVV iShares Core S&P 500 ETF | 10.46% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 16.66% |
Correlation
The correlation between SOBKY and IVV is 0.18, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2019 | 0.20 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SOBKY vs. IVV — Risk / Return Rank
SOBKY
IVV
SOBKY vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SoftBank Corp (SOBKY) 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.
| SOBKY | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.27 | ||
| Sortino ratioReturn per unit of downside risk | -3.06 | ||
| Omega ratioGain probability vs. loss probability | 0.92 | 1.31 | -0.39 |
| Calmar ratioReturn relative to maximum drawdown | -0.42 | 2.44 | -2.86 |
| Martin ratioReturn relative to average drawdown | -0.66 | 10.60 | -11.27 |
Loading charts...
Drawdowns
SOBKY vs. IVV - Drawdown Comparison
The maximum SOBKY drawdown since its inception was -34.52%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for SOBKY and IVV.
Loading charts...
Drawdown Indicators
| SOBKY | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.52% | -55.25% | +20.73% |
Max Drawdown (1Y)Largest decline over 1 year | -24.96% | -8.89% | -16.07% |
Max Drawdown (3Y)Largest decline over 3 years | -24.96% | -18.75% | -6.21% |
Max Drawdown (5Y)Largest decline over 5 years | -34.52% | -24.53% | -9.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -21.00% | -1.11% | -19.89% |
Average DrawdownAverage peak-to-trough decline | -14.09% | -10.74% | -3.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.74% | 2.04% | +13.70% |
Volatility
SOBKY vs. IVV - Volatility Comparison
SoftBank Corp (SOBKY) has a higher volatility of 5.48% compared to iShares Core S&P 500 ETF (IVV) at 4.32%. This indicates that SOBKY'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.
Loading charts...
Volatility by Period
| SOBKY | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.48% | 4.32% | +1.16% |
Volatility (6M)Calculated over the trailing 6-month period | 13.53% | 10.05% | +3.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.11% | 12.60% | +6.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.51% | 17.01% | +1.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.26% | 18.05% | +3.21% |
Dividends
SOBKY vs. IVV - Dividend Comparison
SOBKY has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.09%.
| 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% |
SOBKY SoftBank Corp | 0.00% | 2.19% | 2.27% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SOBKY and IVV have a correlation of 0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOBKY has higher volatility (5.48%) compared to IVV (4.32%). In terms of maximum drawdown, SOBKY dropped -34.52% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.72 vs -0.55), 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.
Find the right allocation for SOBKY and IVV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer