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ZETA vs. IVV
Performance
Return for Risk
Drawdowns
Volatility
Dividends

ZETA vs. IVV

Last updated Jun 4, 2026

ZETA (Zeta Global Holdings Corp.) 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, ZETA returned 37.46%/yr vs 22.43%/yr for IVV. At a 0.46 correlation, their price movements are largely independent.

Performance

ZETA vs. IVV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Zeta Global Holdings Corp. (ZETA) and iShares Core S&P 500 ETF (IVV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZETA achieves a 14.35% return, which is significantly higher than IVV's 10.85% return.

ZETA

1D
-7.84%
1M
26.06%
YTD
14.35%
6M
26.47%
1Y
76.69%
3Y*
37.46%
5Y*
—
10Y*
—

IVV

1D
-0.76%
1M
4.97%
YTD
10.85%
6M
10.87%
1Y
28.00%
3Y*
22.43%
5Y*
13.88%
10Y*
15.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZETA vs. IVV - Yearly Performance Comparison

2026 (YTD)20252024202320222021
ZETA
Zeta Global Holdings Corp.		14.35%13.12%103.97%7.96%-2.97%-5.29%
IVV
iShares Core S&P 500 ETF		10.85%17.85%24.93%26.31%-18.16%13.27%

Correlation

The correlation between ZETA and IVV is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.53

Correlation (3Y)
Calculated over the trailing 3-year period

0.49

Correlation (All Time)
Calculated using the full available price history since Jun 11, 2021

0.46

The correlation between ZETA and IVV has been stable across timeframes, ranging from 0.46 to 0.53 - a consistent structural relationship.

Compare stocks, funds, or ETFs

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Zeta Global Holdings Corp.

iShares Core S&P 500 ETF

Often compared with ZETA:
ZETA vs. APPZETA vs. PLTRZETA vs. CRDOZETA vs. NOWZETA vs. NVDAZETA vs. AMDZETA vs. AVGO
Often compared with IVV:
IVV vs. VOOIVV vs. SPYIVV vs. FXAIXIVV vs. QQQIVV vs. VTIIVV vs. IOOIVV vs. CSPX.L

Return for Risk

ZETA vs. IVV — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
ZETA
ZETA Risk / Return Rank: 7272
Overall Rank
ZETA Sharpe Ratio Rank: 7272
Sharpe Ratio Rank
ZETA Sortino Ratio Rank: 7474
Sortino Ratio Rank
ZETA Omega Ratio Rank: 7070
Omega Ratio Rank
ZETA Calmar Ratio Rank: 7373
Calmar Ratio Rank
ZETA Martin Ratio Rank: 7070
Martin Ratio Rank
IVV
IVV Risk / Return Rank: 7070
Overall Rank
IVV Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
IVV Sortino Ratio Rank: 7070
Sortino Ratio Rank
IVV Omega Ratio Rank: 7070
Omega Ratio Rank
IVV Calmar Ratio Rank: 6262
Calmar Ratio Rank
IVV Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ZETA vs. IVV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Zeta Global Holdings Corp. (ZETA) 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.

ZETAIVVDifference
Sharpe ratioReturn per unit of total volatility
1.05
2.39

-1.34

Sortino ratioReturn per unit of downside risk
1.99
3.25

-1.26

Omega ratioGain probability vs. loss probability

1.23

1.43

-0.20

Calmar ratioReturn relative to maximum drawdown

1.91

3.17

-1.26

Martin ratioReturn relative to average drawdown

3.91

14.71

-10.80

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

ZETA vs. IVV - Sharpe Ratio Comparison

The current ZETA Sharpe Ratio is 1.05, which is lower than the IVV Sharpe Ratio of 2.39. The chart below compares the historical Sharpe Ratios of ZETA and IVV, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

ZETAIVVDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.05

2.39

-1.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.83

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.86

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.30

0.45

-0.16

Drawdowns

ZETA vs. IVV - Drawdown Comparison

The maximum ZETA drawdown since its inception was -70.01%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ZETA and IVV.

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Drawdown Indicators

ZETAIVVDifference

Max Drawdown

Largest peak-to-trough decline

-70.01%

-55.25%

-14.76%

Max Drawdown (1Y)

Largest decline over 1 year

-40.37%

-8.89%

-31.48%

Max Drawdown (3Y)

Largest decline over 3 years

-70.01%

-18.75%

-51.26%

Max Drawdown (5Y)

Largest decline over 5 years

—

-24.53%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-33.90%

—

Current Drawdown

Current decline from peak

-36.66%

-0.76%

-35.90%

Average Drawdown

Average peak-to-trough decline

-34.03%

-10.78%

-23.25%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.66%

1.91%

+17.75%

Volatility

ZETA vs. IVV - Volatility Comparison

Zeta Global Holdings Corp. (ZETA) has a higher volatility of 24.19% compared to iShares Core S&P 500 ETF (IVV) at 2.87%. This indicates that ZETA'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

ZETAIVVDifference

Volatility (1M)

Calculated over the trailing 1-month period

24.19%

2.87%

+21.32%

Volatility (6M)

Calculated over the trailing 6-month period

48.30%

8.90%

+39.40%

Volatility (1Y)

Calculated over the trailing 1-year period

73.49%

11.80%

+61.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

72.21%

16.88%

+55.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

72.21%

18.05%

+54.16%

Dividends

ZETA vs. IVV - Dividend Comparison

ZETA has not paid dividends to shareholders, while IVV's dividend yield for the trailing twelve months is around 1.06%.

PositionTTM20252024202320222021202020192018201720162015
IVV
iShares Core S&P 500 ETF		1.06%1.17%1.30%1.44%1.66%1.20%1.57%1.85%2.21%1.75%2.01%2.27%
ZETA
Zeta Global Holdings Corp.		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

ZETA and IVV have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ZETA has higher volatility (24.19%) compared to IVV (2.87%). In terms of maximum drawdown, ZETA dropped -70.01% vs IVV's -55.25%.

IVV currently has the higher Sharpe Ratio (2.39 vs 1.05), 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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