VIASP vs. IDV
VIASP (Via Renewables, Inc.) is a stock, while IDV (iShares International Select Dividend ETF) is Global Equities fund tracking the Dow Jones EPAC Select Dividend. Over the past 3 years, VIASP returned 40.39%/yr vs 25.00%/yr for IDV. At a 0.11 correlation, their price movements are largely independent.
Performance
VIASP vs. IDV - Performance Comparison
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Returns By Period
In the year-to-date period, VIASP achieves a 4.33% return, which is significantly lower than IDV's 10.34% return.
VIASP
- 1D
- -0.04%
- 1M
- -0.43%
- YTD
- 4.33%
- 6M
- 6.06%
- 1Y
- 13.25%
- 3Y*
- 40.39%
- 5Y*
- —
- 10Y*
- —
IDV
- 1D
- 0.26%
- 1M
- -3.63%
- YTD
- 10.34%
- 6M
- 10.93%
- 1Y
- 33.09%
- 3Y*
- 25.00%
- 5Y*
- 12.23%
- 10Y*
- 10.77%
VIASP vs. IDV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
VIASP Via Renewables, Inc. | 4.33% | 22.82% | 26.04% | 8.25% | -1.13% | 3.38% |
IDV iShares International Select Dividend ETF | 10.34% | 52.16% | 4.00% | 10.32% | -6.40% | -1.29% |
Correlation
The correlation between VIASP and IDV is 0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (All Time) Calculated using the full available price history since Aug 10, 2021 | 0.11 |
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Return for Risk
VIASP vs. IDV — Risk / Return Rank
VIASP
IDV
VIASP vs. IDV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Via Renewables, Inc. (VIASP) and iShares International Select Dividend ETF (IDV). 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.
| VIASP | IDV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.57 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.46 | -0.09 |
| Calmar ratioReturn relative to maximum drawdown | 4.91 | 3.90 | +1.01 |
| Martin ratioReturn relative to average drawdown | 17.86 | 14.13 | +3.73 |
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Drawdowns
VIASP vs. IDV - Drawdown Comparison
The maximum VIASP drawdown since its inception was -57.50%, smaller than the maximum IDV drawdown of -70.14%. Use the drawdown chart below to compare losses from any high point for VIASP and IDV.
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Drawdown Indicators
| VIASP | IDV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -57.50% | -70.14% | +12.64% |
Max Drawdown (1Y)Largest decline over 1 year | -2.71% | -8.52% | +5.81% |
Max Drawdown (3Y)Largest decline over 3 years | -27.68% | -11.86% | -15.82% |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.19% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -42.50% | — |
Current DrawdownCurrent decline from peak | -0.74% | -4.52% | +3.78% |
Average DrawdownAverage peak-to-trough decline | -6.71% | -15.37% | +8.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.74% | 2.35% | -1.61% |
Volatility
VIASP vs. IDV - Volatility Comparison
The current volatility for Via Renewables, Inc. (VIASP) is 1.34%, while iShares International Select Dividend ETF (IDV) has a volatility of 3.97%. This indicates that VIASP experiences smaller price fluctuations and is considered to be less risky than IDV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIASP | IDV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.34% | 3.97% | -2.63% |
Volatility (6M)Calculated over the trailing 6-month period | 4.40% | 11.04% | -6.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.96% | 13.14% | -6.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.02% | 15.58% | +16.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.02% | 17.90% | +14.12% |
Dividends
VIASP vs. IDV - Dividend Comparison
VIASP's dividend yield for the trailing twelve months is around 11.59%, more than IDV's 5.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IDV iShares International Select Dividend ETF | 5.39% | 4.94% | 6.46% | 6.51% | 7.33% | 5.78% | 5.47% | 5.15% | 5.93% | 4.52% | 4.69% | 5.08% |
VIASP Via Renewables, Inc. | 11.59% | 10.88% | 13.00% | 14.21% | 9.87% | 4.30% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VIASP and IDV have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IDV has higher volatility (3.97%) compared to VIASP (1.34%). In terms of maximum drawdown, VIASP dropped -57.50% vs IDV's -70.14%.
IDV currently has the higher Sharpe Ratio (2.54 vs 1.92), 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.
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