XTWO vs. IVV
Compare and contrast key facts about Bondbloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) and iShares Core S&P 500 ETF (IVV).
XTWO and IVV are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XTWO is a passively managed fund by BondBloxx that tracks the performance of the Bloomberg US Treasury 2 Year Target Duration Index. It was launched on Sep 13, 2022. 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 XTWO 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: XTWO or IVV.
Correlation
The correlation between XTWO and IVV is 0.12, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
XTWO vs. IVV - Performance Comparison
Key characteristics
XTWO:
2.38
IVV:
1.92
XTWO:
3.72
IVV:
2.58
XTWO:
1.53
IVV:
1.35
XTWO:
3.88
IVV:
2.89
XTWO:
9.03
IVV:
11.99
XTWO:
0.51%
IVV:
2.03%
XTWO:
1.93%
IVV:
12.68%
XTWO:
-1.73%
IVV:
-55.25%
XTWO:
-0.04%
IVV:
0.00%
Returns By Period
In the year-to-date period, XTWO achieves a 0.43% return, which is significantly lower than IVV's 4.38% return.
XTWO
0.43%
0.31%
1.31%
4.62%
N/A
N/A
IVV
4.38%
2.37%
10.19%
24.09%
14.50%
13.27%
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XTWO vs. IVV - Expense Ratio Comparison
XTWO has a 0.05% expense ratio, which is higher than IVV's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
XTWO vs. IVV — Risk-Adjusted Performance Rank
XTWO
IVV
XTWO vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bondbloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) 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
XTWO vs. IVV - Dividend Comparison
XTWO's dividend yield for the trailing twelve months is around 4.46%, more than IVV's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XTWO Bondbloxx Bloomberg Two Year Target Duration US Treasury ETF | 4.46% | 4.54% | 4.07% | 1.13% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.24% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
XTWO vs. IVV - Drawdown Comparison
The maximum XTWO drawdown since its inception was -1.73%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for XTWO and IVV. For additional features, visit the drawdowns tool.
Volatility
XTWO vs. IVV - Volatility Comparison
The current volatility for Bondbloxx Bloomberg Two Year Target Duration US Treasury ETF (XTWO) is 0.36%, while iShares Core S&P 500 ETF (IVV) has a volatility of 3.10%. This indicates that XTWO 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.