STLA vs. IVV
Compare and contrast key facts about Stellantis N.V. (STLA) and iShares Core S&P 500 ETF (IVV).
IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: STLA or IVV.
Key characteristics
STLA | IVV | |
---|---|---|
YTD Return | -30.96% | 19.04% |
1Y Return | -14.54% | 26.62% |
3Y Return (Ann) | -1.80% | 9.85% |
5Y Return (Ann) | 9.97% | 15.18% |
10Y Return (Ann) | 9.74% | 12.93% |
Sharpe Ratio | -0.49 | 2.19 |
Daily Std Dev | 30.70% | 12.70% |
Max Drawdown | -86.65% | -55.25% |
Current Drawdown | -45.23% | -0.51% |
Correlation
The correlation between STLA and IVV is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
STLA vs. IVV - Performance Comparison
In the year-to-date period, STLA achieves a -30.96% return, which is significantly lower than IVV's 19.04% return. Over the past 10 years, STLA has underperformed IVV with an annualized return of 9.74%, while IVV has yielded a comparatively higher 12.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
STLA vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stellantis N.V. (STLA) 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.
Dividends
STLA vs. IVV - Dividend Comparison
STLA's dividend yield for the trailing twelve months is around 10.95%, more than IVV's 1.27% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Stellantis N.V. | 10.95% | 6.34% | 7.90% | 14.55% | 0.00% | 14.02% | 0.00% | 0.00% | 0.09% | 0.00% | 0.00% | 0.00% |
iShares Core S&P 500 ETF | 1.27% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
STLA vs. IVV - Drawdown Comparison
The maximum STLA drawdown since its inception was -86.65%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for STLA and IVV. For additional features, visit the drawdowns tool.
Volatility
STLA vs. IVV - Volatility Comparison
Stellantis N.V. (STLA) has a higher volatility of 8.61% compared to iShares Core S&P 500 ETF (IVV) at 4.26%. This indicates that STLA'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.