^DJI vs. IVW
Compare and contrast key facts about Dow Jones Industrial Average (^DJI) and iShares S&P 500 Growth ETF (IVW).
IVW is a passively managed fund by iShares that tracks the performance of the S&P 500/Citigroup Growth 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: ^DJI or IVW.
Correlation
The correlation between ^DJI and IVW is 0.87, 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
^DJI vs. IVW - Performance Comparison
Key characteristics
^DJI:
1.36
IVW:
2.03
^DJI:
1.97
IVW:
2.66
^DJI:
1.25
IVW:
1.36
^DJI:
2.31
IVW:
2.84
^DJI:
6.33
IVW:
10.97
^DJI:
2.49%
IVW:
3.29%
^DJI:
11.58%
IVW:
17.77%
^DJI:
-53.78%
IVW:
-57.33%
^DJI:
-4.13%
IVW:
-2.69%
Returns By Period
In the year-to-date period, ^DJI achieves a 1.43% return, which is significantly higher than IVW's 0.96% return. Over the past 10 years, ^DJI has underperformed IVW with an annualized return of 9.46%, while IVW has yielded a comparatively higher 15.35% annualized return.
^DJI
1.43%
-0.68%
6.12%
15.80%
8.04%
9.46%
IVW
0.96%
-2.37%
10.87%
36.82%
16.08%
15.35%
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Risk-Adjusted Performance
^DJI vs. IVW — Risk-Adjusted Performance Rank
^DJI
IVW
^DJI vs. IVW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones Industrial Average (^DJI) and iShares S&P 500 Growth ETF (IVW). 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.
Drawdowns
^DJI vs. IVW - Drawdown Comparison
The maximum ^DJI drawdown since its inception was -53.78%, smaller than the maximum IVW drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for ^DJI and IVW. For additional features, visit the drawdowns tool.
Volatility
^DJI vs. IVW - Volatility Comparison
The current volatility for Dow Jones Industrial Average (^DJI) is 4.39%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 6.00%. This indicates that ^DJI experiences smaller price fluctuations and is considered to be less risky than IVW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.