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 -5.87%/yr vs 19.40%/yr for IVV. Their 0.21 correlation means their historical movements had little consistent relationship.
Performance
VTS vs. IVV - Performance Comparison
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Returns By Period
In the year-to-date period, VTS achieves a -15.00% return, which is significantly lower than IVV's 10.13% return.
VTS
- 1D
- 2.30%
- 1M
- 0.78%
- 6M
- -21.90%
- YTD
- -15.00%
- 1Y
- -25.71%
- 3Y*
- -5.87%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 10.71%
IVV
- 1D
- 0.69%
- 1M
- 0.25%
- 6M
- 8.53%
- YTD
- 10.13%
- 1Y
- 21.55%
- 3Y*
- 19.40%
- 5Y*
- 12.82%
- 10Y*
- 15.11%
- ALL TIME*
- 8.45%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.36B | $3.31B | $5.91B | |
| $6.45M | $6.83M | $8.76M |
VTS vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
VTS Vitesse Energy Inc | -15.00% | -15.20% | 24.25% | 59.99% |
IVV iShares Core S&P 500 ETF | 10.13% | 17.85% | 24.93% | 21.21% |
Correlation
The correlation between VTS and IVV is -0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.06 |
Correlation (3Y) Balances recent behavior with more history. | 0.19 |
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 -0.06 (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 | -2.37 | ||
| Sortino ratioReturn per unit of downside risk | -3.19 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.27 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | 2.21 | -2.95 |
| Martin ratioReturn relative to average drawdown | -1.23 | 9.43 | -10.66 |
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Drawdowns
VTS vs. IVV - Drawdown Comparison
The maximum VTS drawdown since its inception was -38.37%, 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 | -38.37% | -55.25% | +16.88% |
Max Drawdown (1Y)Largest decline over 1 year | -38.37% | -8.89% | -29.48% |
Max Drawdown (3Y)Largest decline over 3 years | -38.37% | -18.75% | -19.62% |
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 | -35.90% | -1.41% | -34.49% |
Average DrawdownAverage peak-to-trough decline | -11.31% | -10.72% | -0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.85% | 2.09% | +20.76% |
Volatility
VTS vs. IVV - Volatility Comparison
Vitesse Energy Inc (VTS) has a higher volatility of 10.14% compared to iShares Core S&P 500 ETF (IVV) at 3.52%. 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 | 10.14% | 3.52% | +6.62% |
Volatility (6M)Calculated over the trailing 6-month period | 26.40% | 10.18% | +16.22% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.71% | 12.89% | +20.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 36.22% | 17.01% | +19.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.22% | 18.06% | +18.16% |
Dividends
VTS vs. IVV - Dividend Comparison
VTS's dividend yield for the trailing twelve months is around 12.82%, 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 | 12.82% | 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 -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTS has higher volatility (10.14%) compared to IVV (3.52%). In terms of maximum drawdown, VTS dropped -38.37% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.53 vs -0.84), 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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