THRV vs. IYLD
THRV (Prospera Income ETF) and IYLD (iShares Morningstar Multi-Asset Income ETF) are both Diversified Portfolio funds. THRV is actively managed, while IYLD is passively managed. A 0.65 correlation means they provide meaningful diversification when combined. THRV charges 1.80%/yr vs 0.60%/yr for IYLD.
Performance
THRV vs. IYLD - Performance Comparison
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Returns By Period
In the year-to-date period, THRV achieves a 1.79% return, which is significantly lower than IYLD's 5.27% return.
THRV
- 1D
- -0.04%
- 1M
- -0.33%
- YTD
- 1.79%
- 6M
- 1.92%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
IYLD
- 1D
- -0.06%
- 1M
- 0.56%
- YTD
- 5.27%
- 6M
- 5.48%
- 1Y
- 14.00%
- 3Y*
- 10.68%
- 5Y*
- 3.38%
- 10Y*
- 4.10%
THRV vs. IYLD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
THRV Prospera Income ETF | 1.79% | 0.15% |
IYLD iShares Morningstar Multi-Asset Income ETF | 5.27% | 2.57% |
Correlation
The correlation between THRV and IYLD is 0.65, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.65 |
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Return for Risk
THRV vs. IYLD — Risk / Return Rank
THRV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYLD
THRV vs. IYLD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Prospera Income ETF (THRV) and iShares Morningstar Multi-Asset Income ETF (IYLD). 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.
| THRV | IYLD | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.46 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.03 | — |
| Martin ratioReturn relative to average drawdown | — | 11.69 | — |
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Drawdowns
THRV vs. IYLD - Drawdown Comparison
The maximum THRV drawdown since its inception was -1.50%, smaller than the maximum IYLD drawdown of -30.23%. Use the drawdown chart below to compare losses from any high point for THRV and IYLD.
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Drawdown Indicators
| THRV | IYLD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.50% | -30.23% | +28.73% |
Max Drawdown (1Y)Largest decline over 1 year | — | -4.63% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.20% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -22.57% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -30.23% | — |
Current DrawdownCurrent decline from peak | -0.58% | -0.25% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -0.44% | -4.52% | +4.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.20% | — |
Volatility
THRV vs. IYLD - Volatility Comparison
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Volatility by Period
| THRV | IYLD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 1.41% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 4.75% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 2.96% | 5.83% | -2.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.96% | 7.87% | -4.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.96% | 9.58% | -6.62% |
THRV vs. IYLD - Expense Ratio Comparison
THRV has a 1.80% expense ratio, which is higher than IYLD's 0.60% expense ratio.
Dividends
THRV vs. IYLD - Dividend Comparison
THRV's dividend yield for the trailing twelve months is around 5.40%, more than IYLD's 4.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYLD iShares Morningstar Multi-Asset Income ETF | 4.59% | 4.72% | 5.32% | 5.76% | 5.45% | 3.47% | 4.38% | 5.25% | 5.78% | 4.22% | 4.84% | 5.26% |
THRV Prospera Income ETF | 5.40% | 1.67% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
THRV and IYLD have a correlation of 0.65, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IYLD is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IYLD is cheaper with a 0.60% expense ratio, compared with 1.80% for THRV.
THRV has the higher dividend yield at 5.40%, compared with 4.59% for IYLD.
They also come from different issuers: Prospera Funds and iShares. Their fees differ too: 1.80% for THRV and 0.60% for IYLD.
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