UHAL vs. IVV
Compare and contrast key facts about U-Haul Holding Company (UHAL) 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: UHAL or IVV.
Correlation
The correlation between UHAL and IVV is 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UHAL vs. IVV - Performance Comparison
Key characteristics
UHAL:
0.53
IVV:
1.73
UHAL:
0.95
IVV:
2.34
UHAL:
1.11
IVV:
1.32
UHAL:
0.64
IVV:
2.62
UHAL:
2.01
IVV:
10.84
UHAL:
6.71%
IVV:
2.03%
UHAL:
25.25%
IVV:
12.74%
UHAL:
-96.18%
IVV:
-55.25%
UHAL:
-7.69%
IVV:
-1.06%
Returns By Period
In the year-to-date period, UHAL achieves a 4.75% return, which is significantly higher than IVV's 2.98% return. Over the past 10 years, UHAL has underperformed IVV with an annualized return of 8.92%, while IVV has yielded a comparatively higher 13.19% annualized return.
UHAL
4.75%
6.99%
7.89%
14.18%
16.17%
8.92%
IVV
2.98%
3.77%
11.69%
23.73%
14.15%
13.19%
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Risk-Adjusted Performance
UHAL vs. IVV — Risk-Adjusted Performance Rank
UHAL
IVV
UHAL vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for U-Haul Holding Company (UHAL) 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
UHAL vs. IVV - Dividend Comparison
UHAL has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UHAL U-Haul Holding Company | 0.00% | 0.00% | 0.00% | 0.17% | 0.21% | 0.55% | 0.40% | 0.61% | 0.66% | 0.54% | 1.28% | 0.35% |
IVV iShares Core S&P 500 ETF | 1.26% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
UHAL vs. IVV - Drawdown Comparison
The maximum UHAL drawdown since its inception was -96.18%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for UHAL and IVV. For additional features, visit the drawdowns tool.
Volatility
UHAL vs. IVV - Volatility Comparison
U-Haul Holding Company (UHAL) has a higher volatility of 6.11% compared to iShares Core S&P 500 ETF (IVV) at 3.41%. This indicates that UHAL'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.