VTVT vs. IUSV
VTVT (vTv Therapeutics Inc.) is a stock, while IUSV (iShares Core S&P U.S. Value ETF) is Large Cap Value Equities fund tracking the S&P 900 Value Index. Over the past 10 years, VTVT returned -17.35%/yr vs 12.30%/yr for IUSV. At a 0.17 correlation, their price movements are largely independent.
Performance
VTVT vs. IUSV - Performance Comparison
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Returns By Period
In the year-to-date period, VTVT achieves a -11.67% return, which is significantly lower than IUSV's 7.71% return. Over the past 10 years, VTVT has underperformed IUSV with an annualized return of -17.35%, while IUSV has yielded a comparatively higher 12.30% annualized return.
VTVT
- 1D
- 4.14%
- 1M
- 2.67%
- YTD
- -11.67%
- 6M
- -5.80%
- 1Y
- 132.71%
- 3Y*
- 4.52%
- 5Y*
- -17.99%
- 10Y*
- -17.35%
IUSV
- 1D
- -0.36%
- 1M
- -0.29%
- YTD
- 7.71%
- 6M
- 7.04%
- 1Y
- 20.11%
- 3Y*
- 15.13%
- 5Y*
- 11.05%
- 10Y*
- 12.30%
VTVT vs. IUSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTVT vTv Therapeutics Inc. | -11.67% | 189.60% | 20.08% | -56.62% | -33.39% | -46.51% | 9.41% | -35.85% | -55.91% | 24.43% |
IUSV iShares Core S&P U.S. Value ETF | 7.71% | 12.85% | 12.18% | 21.73% | -5.40% | 25.22% | 1.56% | 31.47% | -9.21% | 15.09% |
Correlation
The correlation between VTVT and IUSV is 0.07, 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 | 0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2015 | 0.17 |
The correlation between VTVT and IUSV shifts across timeframes, from 0.07 (1 year) to 0.18 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
VTVT vs. IUSV — Risk / Return Rank
VTVT
IUSV
VTVT vs. IUSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for vTv Therapeutics Inc. (VTVT) and iShares Core S&P U.S. Value ETF (IUSV). 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.
| VTVT | IUSV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.24 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.36 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 4.16 | 3.18 | +0.99 |
| Martin ratioReturn relative to average drawdown | 9.36 | 12.08 | -2.72 |
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Drawdowns
VTVT vs. IUSV - Drawdown Comparison
The maximum VTVT drawdown since its inception was -98.59%, which is greater than IUSV's maximum drawdown of -56.88%. Use the drawdown chart below to compare losses from any high point for VTVT and IUSV.
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Drawdown Indicators
| VTVT | IUSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.59% | -56.88% | -41.71% |
Max Drawdown (1Y)Largest decline over 1 year | -32.06% | -6.36% | -25.70% |
Max Drawdown (3Y)Largest decline over 3 years | -74.52% | -17.76% | -56.76% |
Max Drawdown (5Y)Largest decline over 5 years | -91.39% | -17.95% | -73.44% |
Max Drawdown (10Y)Largest decline over 10 years | -97.48% | -37.54% | -59.94% |
Current DrawdownCurrent decline from peak | -93.69% | -1.31% | -92.38% |
Average DrawdownAverage peak-to-trough decline | -82.79% | -6.28% | -76.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.23% | 1.67% | +12.56% |
Volatility
VTVT vs. IUSV - Volatility Comparison
vTv Therapeutics Inc. (VTVT) has a higher volatility of 15.94% compared to iShares Core S&P U.S. Value ETF (IUSV) at 3.03%. This indicates that VTVT's price experiences larger fluctuations and is considered to be riskier than IUSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VTVT | IUSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.94% | 3.03% | +12.91% |
Volatility (6M)Calculated over the trailing 6-month period | 60.32% | 7.46% | +52.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 75.62% | 10.11% | +65.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 96.30% | 14.53% | +81.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 120.42% | 17.04% | +103.38% |
Dividends
VTVT vs. IUSV - Dividend Comparison
VTVT has not paid dividends to shareholders, while IUSV's dividend yield for the trailing twelve months is around 1.70%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IUSV iShares Core S&P U.S. Value ETF | 1.70% | 1.78% | 2.15% | 1.75% | 2.22% | 1.87% | 2.40% | 2.19% | 2.67% | 1.93% | 4.44% | 7.63% |
VTVT vTv Therapeutics Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
VTVT and IUSV have a correlation of 0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VTVT has higher volatility (15.94%) compared to IUSV (3.03%). In terms of maximum drawdown, VTVT dropped -98.59% vs IUSV's -56.88%.
IUSV currently has the higher Sharpe Ratio (2.00 vs 1.77), 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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