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 0.09%/yr vs 13.13%/yr for IVV. At a 0.20 correlation, their price movements are largely independent.
Performance
SOBKY vs. IVV - Performance Comparison
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Returns By Period
In the year-to-date period, SOBKY achieves a -7.40% return, which is significantly lower than IVV's 8.20% return.
SOBKY
- 1D
- -1.79%
- 1M
- -9.65%
- YTD
- -7.40%
- 6M
- -8.01%
- 1Y
- -14.93%
- 3Y*
- 7.76%
- 5Y*
- 0.09%
- 10Y*
- —
IVV
- 1D
- -1.42%
- 1M
- -1.34%
- YTD
- 8.20%
- 6M
- 7.25%
- 1Y
- 23.72%
- 3Y*
- 20.79%
- 5Y*
- 13.13%
- 10Y*
- 15.58%
SOBKY vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
SOBKY SoftBank Corp | -7.40% | 10.81% | 4.12% | 9.74% | -10.64% | -0.24% | -3.88% | 13.19% |
IVV iShares Core S&P 500 ETF | 8.20% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 16.66% |
Correlation
The correlation between SOBKY and IVV is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Mar 28, 2019 | 0.20 |
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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 | -2.70 | ||
| Sortino ratioReturn per unit of downside risk | -3.65 | ||
| Omega ratioGain probability vs. loss probability | 0.88 | 1.35 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.62 | 2.68 | -3.30 |
| Martin ratioReturn relative to average drawdown | -1.00 | 11.98 | -12.98 |
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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.
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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 | -24.18% | -8.89% | -15.29% |
Max Drawdown (3Y)Largest decline over 3 years | -24.18% | -18.75% | -5.43% |
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 | -24.18% | -3.14% | -21.04% |
Average DrawdownAverage peak-to-trough decline | -14.03% | -10.76% | -3.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.93% | 1.99% | +12.94% |
Volatility
SOBKY vs. IVV - Volatility Comparison
SoftBank Corp (SOBKY) has a higher volatility of 5.81% compared to iShares Core S&P 500 ETF (IVV) at 4.88%. 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.
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Volatility by Period
| SOBKY | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.81% | 4.88% | +0.93% |
Volatility (6M)Calculated over the trailing 6-month period | 13.31% | 9.85% | +3.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.20% | 12.48% | +6.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.47% | 16.98% | +1.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.28% | 18.07% | +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 1.11%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.11% | 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 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SOBKY has higher volatility (5.81%) compared to IVV (4.88%). In terms of maximum drawdown, SOBKY dropped -34.52% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.91 vs -0.78), 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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