USD=X vs. IVOV
USD=X (USD Cash) is a currency, while IVOV (Vanguard S&P Mid-Cap 400 Value ETF) is Mid Cap Value Equities fund tracking the S&P MidCap 400 Value Index. Over the past 10 years, USD=X returned 0.00%/yr vs 10.71%/yr for IVOV.
Performance
USD=X vs. IVOV - Performance Comparison
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Returns By Period
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
IVOV
- 1D
- 1.80%
- 1M
- 4.00%
- YTD
- 10.95%
- 6M
- 8.24%
- 1Y
- 21.29%
- 3Y*
- 13.74%
- 5Y*
- 7.86%
- 10Y*
- 10.71%
USD=X vs. IVOV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVOV Vanguard S&P Mid-Cap 400 Value ETF | 10.95% | 7.61% | 11.53% | 15.38% | -7.20% | 30.50% | 3.70% | 25.91% | -12.13% | 12.22% |
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Return for Risk
USD=X vs. IVOV — Risk / Return Rank
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IVOV
USD=X vs. IVOV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and Vanguard S&P Mid-Cap 400 Value ETF (IVOV). 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.
| USD=X | IVOV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.24 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.02 | — |
| Martin ratioReturn relative to average drawdown | — | 6.96 | — |
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Drawdowns
USD=X vs. IVOV - Drawdown Comparison
The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum IVOV drawdown of -45.99%. Use the drawdown chart below to compare losses from any high point for USD=X and IVOV.
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Drawdown Indicators
| USD=X | IVOV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -45.99% | +45.99% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -10.58% | +10.58% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | -22.61% | +22.61% |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | -22.61% | +22.61% |
Max Drawdown (10Y)Largest decline over 10 years | 0.00% | -45.99% | +45.99% |
Current DrawdownCurrent decline from peak | 0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -5.42% | +5.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 3.07% | -3.07% |
Volatility
USD=X vs. IVOV - Volatility Comparison
The current volatility for USD Cash (USD=X) is 0.00%, while Vanguard S&P Mid-Cap 400 Value ETF (IVOV) has a volatility of 4.08%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than IVOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USD=X | IVOV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 4.08% | -4.08% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 10.83% | -10.83% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 15.33% | -15.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 19.51% | -19.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 21.73% | -21.73% |
Frequently Asked Questions
IVOV has higher volatility (4.08%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs IVOV's -45.99%.
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