PortfoliosLab logoPortfoliosLab logo
TCV vs. ISVL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TCV vs. ISVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Towle Value ETF (TCV) and iShares International Developed Small Cap Value Factor ETF (ISVL). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, TCV achieves a 30.32% return, which is significantly higher than ISVL's 14.21% return.


TCV

1D
-0.36%
1M
5.00%
6M
12.67%
YTD
30.32%
1Y
42.50%
3Y*
5Y*
10Y*
ALL TIME*
32.30%

ISVL

1D
0.72%
1M
3.26%
6M
5.73%
YTD
14.21%
1Y
29.08%
3Y*
22.57%
5Y*
11.51%
10Y*
ALL TIME*
12.44%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$805.24K$840.49K$977.43K
$818.80K$545.38K$346.43K

TCV vs. ISVL - Yearly Performance Comparison


Correlation

The correlation between TCV and ISVL is 0.49, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.49

Correlation (All Time)
Calculated using the full available price history since Jul 17, 2025

0.50

The correlation between TCV and ISVL has been stable across timeframes, ranging from 0.49 to 0.50 - a consistent structural relationship.

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

TCV vs. ISVL — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TCV
TCV Risk / Return Rank: 8080
Overall Rank
TCV Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
TCV Sortino Ratio Rank: 8080
Sortino Ratio Rank
TCV Omega Ratio Rank: 7575
Omega Ratio Rank
TCV Calmar Ratio Rank: 8484
Calmar Ratio Rank
TCV Martin Ratio Rank: 7878
Martin Ratio Rank

ISVL
ISVL Risk / Return Rank: 7070
Overall Rank
ISVL Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
ISVL Sortino Ratio Rank: 7676
Sortino Ratio Rank
ISVL Omega Ratio Rank: 7474
Omega Ratio Rank
ISVL Calmar Ratio Rank: 5858
Calmar Ratio Rank
ISVL Martin Ratio Rank: 6666
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TCV vs. ISVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Towle Value ETF (TCV) and iShares International Developed Small Cap Value Factor ETF (ISVL). 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.


TCVISVLDifference
Sharpe ratioReturn per unit of total volatility

+0.16

Sortino ratioReturn per unit of downside risk

+0.16

Omega ratioGain probability vs. loss probability

1.35

1.35

0.00

Calmar ratioReturn relative to maximum drawdown

3.52

2.34

+1.18

Martin ratioReturn relative to average drawdown

11.35

9.10

+2.25

TCV vs. ISVL - Sharpe Ratio Comparison

The current TCV Sharpe Ratio is 2.11, which is comparable to the ISVL Sharpe Ratio of 1.95. The chart below compares the historical Sharpe Ratios of TCV and ISVL, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Drawdowns

TCV vs. ISVL - Drawdown Comparison

The maximum TCV drawdown since its inception was -12.23%, smaller than the maximum ISVL drawdown of -30.48%. Use the drawdown chart below to compare losses from any high point for TCV and ISVL.


Loading charts...

Drawdown Indicators


TCVISVLDifference

Max Drawdown

Largest peak-to-trough decline

-12.23%

-30.48%

+18.25%

Max Drawdown (1Y)

Largest decline over 1 year

-12.13%

-12.48%

+0.35%

Max Drawdown (3Y)

Largest decline over 3 years

-12.50%

Max Drawdown (5Y)

Largest decline over 5 years

-30.48%

Current Drawdown

Current decline from peak

-0.36%

0.00%

-0.36%

Average Drawdown

Average peak-to-trough decline

-3.19%

-6.49%

+3.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.76%

3.20%

+0.56%

Volatility

TCV vs. ISVL - Volatility Comparison

Towle Value ETF (TCV) has a higher volatility of 4.90% compared to iShares International Developed Small Cap Value Factor ETF (ISVL) at 4.14%. This indicates that TCV's price experiences larger fluctuations and is considered to be riskier than ISVL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


TCVISVLDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.90%

4.14%

+0.76%

Volatility (6M)

Calculated over the trailing 6-month period

13.52%

12.81%

+0.71%

Volatility (1Y)

Calculated over the trailing 1-year period

20.28%

14.98%

+5.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.00%

16.92%

+4.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.00%

16.71%

+4.29%

TCV vs. ISVL - Expense Ratio Comparison

TCV has a 0.85% expense ratio, which is higher than ISVL's 0.31% expense ratio.


Dividends

TCV vs. ISVL - Dividend Comparison

TCV's dividend yield for the trailing twelve months is around 0.55%, less than ISVL's 3.02% yield.


PositionTTM20252024202320222021
ISVL
iShares International Developed Small Cap Value Factor ETF
3.02%2.69%3.92%3.82%3.37%2.82%
TCV
Towle Value ETF
0.55%0.31%0.00%0.00%0.00%0.00%

Frequently Asked Questions


TCV and ISVL have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TCV has higher volatility (4.90%) compared to ISVL (4.14%). In terms of maximum drawdown, TCV dropped -12.23% vs ISVL's -30.48%.

On 1-year performance, TCV leads with 42.50% vs 29.08% for ISVL. On fees, ISVL is cheaper at 0.31% per year. On volatility, ISVL has been the lower-risk option at 4.14%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, TCV has performed better with a 42.50% return vs 29.08%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

ISVL is cheaper with a 0.31% expense ratio, compared with 0.85% for TCV.

ISVL has the higher dividend yield at 3.02%, compared with 0.55% for TCV.

They also come from different issuers: Alpha Architect and iShares. Their fees differ too: 0.85% for TCV and 0.31% for ISVL.

TCV currently has the higher Sharpe Ratio (2.11 vs 1.95), 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.

Portfolio Optimizer

Find the right allocation for TCV and ISVL

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