VALQ vs. IVV
Compare and contrast key facts about American Century STOXX U.S. Quality Value ETF (VALQ) and iShares Core S&P 500 ETF (IVV).
VALQ and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VALQ is a passively managed fund by American Century Investments that tracks the performance of the iSTOXX American Century USA Quality Value. It was launched on Jan 11, 2018. 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. Both VALQ and IVV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VALQ or IVV.
Correlation
The correlation between VALQ and IVV is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
VALQ vs. IVV - Performance Comparison
Key characteristics
VALQ:
1.48
IVV:
1.89
VALQ:
2.07
IVV:
2.53
VALQ:
1.26
IVV:
1.35
VALQ:
2.42
IVV:
2.84
VALQ:
6.34
IVV:
11.93
VALQ:
2.52%
IVV:
2.00%
VALQ:
10.85%
IVV:
12.69%
VALQ:
-38.19%
IVV:
-55.25%
VALQ:
-5.34%
IVV:
-3.89%
Returns By Period
In the year-to-date period, VALQ achieves a -0.12% return, which is significantly higher than IVV's -0.63% return.
VALQ
-0.12%
-3.36%
3.88%
15.77%
9.15%
N/A
IVV
-0.63%
-3.33%
3.76%
23.81%
13.79%
13.24%
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VALQ vs. IVV - Expense Ratio Comparison
VALQ has a 0.29% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
VALQ vs. IVV — Risk-Adjusted Performance Rank
VALQ
IVV
VALQ vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century STOXX U.S. Quality Value ETF (VALQ) 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
VALQ vs. IVV - Dividend Comparison
VALQ's dividend yield for the trailing twelve months is around 1.59%, more than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VALQ American Century STOXX U.S. Quality Value ETF | 1.59% | 1.58% | 1.76% | 2.71% | 1.58% | 2.08% | 2.31% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.31% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
VALQ vs. IVV - Drawdown Comparison
The maximum VALQ drawdown since its inception was -38.19%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VALQ and IVV. For additional features, visit the drawdowns tool.
Volatility
VALQ vs. IVV - Volatility Comparison
The current volatility for American Century STOXX U.S. Quality Value ETF (VALQ) is 3.49%, while iShares Core S&P 500 ETF (IVV) has a volatility of 4.57%. This indicates that VALQ experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.