YAFFX vs. IVE
Compare and contrast key facts about AMG Yacktman Focused Fund (YAFFX) and iShares S&P 500 Value ETF (IVE).
YAFFX is managed by AMG. It was launched on May 1, 1997. IVE is a passively managed fund by iShares that tracks the performance of the S&P 500 Value Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YAFFX or IVE.
Correlation
The correlation between YAFFX and IVE is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
YAFFX vs. IVE - Performance Comparison
Key characteristics
YAFFX:
-0.38
IVE:
1.40
YAFFX:
-0.38
IVE:
2.01
YAFFX:
0.94
IVE:
1.25
YAFFX:
-0.18
IVE:
1.71
YAFFX:
-0.79
IVE:
4.90
YAFFX:
6.16%
IVE:
2.88%
YAFFX:
12.83%
IVE:
10.09%
YAFFX:
-55.32%
IVE:
-61.32%
YAFFX:
-23.44%
IVE:
-3.16%
Returns By Period
In the year-to-date period, YAFFX achieves a 3.79% return, which is significantly lower than IVE's 4.03% return. Over the past 10 years, YAFFX has underperformed IVE with an annualized return of -1.78%, while IVE has yielded a comparatively higher 10.15% annualized return.
YAFFX
3.79%
2.90%
-10.60%
-5.12%
2.10%
-1.78%
IVE
4.03%
2.31%
4.84%
14.44%
11.14%
10.15%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
YAFFX vs. IVE - Expense Ratio Comparison
YAFFX has a 1.25% expense ratio, which is higher than IVE's 0.18% expense ratio.
Risk-Adjusted Performance
YAFFX vs. IVE — Risk-Adjusted Performance Rank
YAFFX
IVE
YAFFX vs. IVE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AMG Yacktman Focused Fund (YAFFX) and iShares S&P 500 Value ETF (IVE). 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
YAFFX vs. IVE - Dividend Comparison
YAFFX's dividend yield for the trailing twelve months is around 1.89%, less than IVE's 1.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 1.89% | 1.96% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% |
IVE iShares S&P 500 Value ETF | 1.96% | 2.04% | 1.65% | 2.10% | 1.81% | 2.37% | 2.11% | 2.74% | 2.12% | 2.26% | 2.45% | 2.14% |
Drawdowns
YAFFX vs. IVE - Drawdown Comparison
The maximum YAFFX drawdown since its inception was -55.32%, smaller than the maximum IVE drawdown of -61.32%. Use the drawdown chart below to compare losses from any high point for YAFFX and IVE. For additional features, visit the drawdowns tool.
Volatility
YAFFX vs. IVE - Volatility Comparison
AMG Yacktman Focused Fund (YAFFX) has a higher volatility of 2.67% compared to iShares S&P 500 Value ETF (IVE) at 2.29%. This indicates that YAFFX's price experiences larger fluctuations and is considered to be riskier than IVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.