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:
-0.42
IVE:
1.26
YAFFX:
-0.42
IVE:
1.80
YAFFX:
0.92
IVE:
1.22
YAFFX:
-0.38
IVE:
1.77
YAFFX:
-2.08
IVE:
6.78
YAFFX:
2.95%
IVE:
1.89%
YAFFX:
14.45%
IVE:
10.16%
YAFFX:
-55.32%
IVE:
-61.32%
YAFFX:
-16.12%
IVE:
-7.26%
Returns By Period
In the year-to-date period, YAFFX achieves a -8.18% return, which is significantly lower than IVE's 11.62% return. Over the past 10 years, YAFFX has underperformed IVE with an annualized return of 7.58%, while IVE has yielded a comparatively higher 9.77% annualized return.
YAFFX
-8.18%
-13.25%
-11.08%
-6.65%
6.20%
7.58%
IVE
11.62%
-4.62%
5.68%
11.99%
10.29%
9.77%
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 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 has not paid dividends to shareholders, while IVE's dividend yield for the trailing twelve months is around 2.46%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YAFFX AMG Yacktman Focused Fund | 0.00% | 1.23% | 1.17% | 0.75% | 0.81% | 1.38% | 1.75% | 0.97% | 1.54% | 1.19% | 0.68% | 0.55% |
IVE iShares S&P 500 Value ETF | 2.46% | 1.65% | 2.10% | 1.81% | 2.37% | 2.11% | 2.74% | 2.12% | 2.26% | 2.45% | 2.14% | 2.04% |
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 10.79% compared to iShares S&P 500 Value ETF (IVE) at 3.21%. 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.