VTS vs. IVV
VTS (Vitesse Energy Inc) is a stock, while IVV (iShares Core S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 3 years, VTS returned -2.73%/yr vs 20.16%/yr for IVV. At a 0.21 correlation, their price movements are largely independent.
Performance
VTS vs. IVV - Performance Comparison
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Returns By Period
In the year-to-date period, VTS achieves a -13.26% return, which is significantly lower than IVV's 10.46% return.
VTS
- 1D
- 2.91%
- 1M
- -4.74%
- 6M
- -14.28%
- YTD
- -13.26%
- 1Y
- -26.10%
- 3Y*
- -2.73%
- 5Y*
- —
- 10Y*
- —
IVV
- 1D
- -0.73%
- 1M
- 1.27%
- 6M
- 8.36%
- YTD
- 10.46%
- 1Y
- 21.57%
- 3Y*
- 20.16%
- 5Y*
- 13.01%
- 10Y*
- 15.14%
VTS vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VTS Vitesse Energy Inc | -13.26% | -15.20% | 24.25% | 59.99% |
IVV iShares Core S&P 500 ETF | 10.46% | 17.85% | 24.93% | 21.21% |
Correlation
The correlation between VTS and IVV is -0.03, 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 | -0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Jan 17, 2023 | 0.21 |
The correlation between VTS and IVV shifts across timeframes, from -0.03 (1 year) to 0.21 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
VTS vs. IVV — Risk / Return Rank
VTS
IVV
VTS vs. IVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vitesse Energy Inc (VTS) 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.
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.
| VTS | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.50 | ||
| Sortino ratioReturn per unit of downside risk | -3.34 | ||
| Omega ratioGain probability vs. loss probability | 0.89 | 1.31 | -0.43 |
| Calmar ratioReturn relative to maximum drawdown | -0.68 | 2.44 | -3.12 |
| Martin ratioReturn relative to average drawdown | -1.23 | 10.60 | -11.83 |
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Drawdowns
VTS vs. IVV - Drawdown Comparison
The maximum VTS drawdown since its inception was -38.33%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for VTS and IVV.
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Drawdown Indicators
| VTS | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.33% | -55.25% | +16.92% |
Max Drawdown (1Y)Largest decline over 1 year | -38.33% | -8.89% | -29.44% |
Max Drawdown (3Y)Largest decline over 3 years | -38.33% | -18.75% | -19.58% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.53% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -34.59% | -1.11% | -33.48% |
Average DrawdownAverage peak-to-trough decline | -10.91% | -10.74% | -0.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 21.25% | 2.04% | +19.21% |
Volatility
VTS vs. IVV - Volatility Comparison
Vitesse Energy Inc (VTS) has a higher volatility of 11.75% compared to iShares Core S&P 500 ETF (IVV) at 4.32%. This indicates that VTS'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.
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Volatility by Period
| VTS | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.75% | 4.32% | +7.43% |
Volatility (6M)Calculated over the trailing 6-month period | 26.33% | 10.05% | +16.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.68% | 12.60% | +21.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.35% | 17.01% | +19.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.35% | 18.05% | +18.30% |
Dividends
VTS vs. IVV - Dividend Comparison
VTS's dividend yield for the trailing twelve months is around 12.56%, more than IVV's 1.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.09% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
VTS Vitesse Energy Inc | 12.56% | 11.68% | 8.30% | 9.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VTS and IVV have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTS has higher volatility (11.75%) compared to IVV (4.32%). In terms of maximum drawdown, VTS dropped -38.33% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.72 vs -0.78), 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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