ZETA vs. IVV
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 5 years, ZETA returned 17.94%/yr vs 13.13%/yr for IVV. At a 0.46 correlation, their price movements are largely independent.
Performance
ZETA vs. IVV - Performance Comparison
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Returns By Period
In the year-to-date period, ZETA achieves a -4.13% return, which is significantly lower than IVV's 8.20% return.
ZETA
- 1D
- 5.63%
- 1M
- 3.83%
- YTD
- -4.13%
- 6M
- 6.32%
- 1Y
- 16.06%
- 3Y*
- 32.01%
- 5Y*
- 17.94%
- 10Y*
- —
IVV
- 1D
- -1.42%
- 1M
- -1.34%
- YTD
- 8.20%
- 6M
- 7.25%
- 1Y
- 23.72%
- 3Y*
- 20.79%
- 5Y*
- 13.13%
- 10Y*
- 15.58%
ZETA vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
ZETA Zeta Global Holdings Corp. | -4.13% | 13.12% | 103.97% | 7.96% | -2.97% | -6.55% |
IVV iShares Core S&P 500 ETF | 8.20% | 17.85% | 24.93% | 26.31% | -18.16% | 13.82% |
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 | 0.48 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.46 |
Correlation (All Time) Calculated using the full available price history since Jun 10, 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.
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Return for Risk
ZETA vs. IVV — Risk / Return Rank
ZETA
IVV
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.
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.
| ZETA | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.69 | ||
| Sortino ratioReturn per unit of downside risk | -1.68 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.35 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 0.40 | 2.68 | -2.28 |
| Martin ratioReturn relative to average drawdown | 0.80 | 11.98 | -11.17 |
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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
| ZETA | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 | -70.01% | -24.53% | -45.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.90% | — |
Current DrawdownCurrent decline from peak | -46.90% | -3.14% | -43.76% |
Average DrawdownAverage peak-to-trough decline | -34.18% | -10.76% | -23.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.15% | 1.99% | +18.16% |
Volatility
ZETA vs. IVV - Volatility Comparison
Zeta Global Holdings Corp. (ZETA) has a higher volatility of 23.42% compared to iShares Core S&P 500 ETF (IVV) at 4.88%. 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
| ZETA | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 23.42% | 4.88% | +18.54% |
Volatility (6M)Calculated over the trailing 6-month period | 48.66% | 9.85% | +38.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 73.03% | 12.48% | +60.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 72.13% | 16.98% | +55.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 72.03% | 18.07% | +53.96% |
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 1.11%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV iShares Core S&P 500 ETF | 1.11% | 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 (23.42%) compared to IVV (4.88%). In terms of maximum drawdown, ZETA dropped -70.01% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.91 vs 0.23), 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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