ARDC vs IVVW
Comparison between Ares Dynamic Credit Allocation Fund Inc (ARDC, ETF) and ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF).
ARDC vs IVVW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ARDC
$322M
IVVW
$321M
Expense Ratio
ARDC
N/A
IVVW
0.25%
Max Drawdown
ARDC
57.11%
Winner
IVVW
19.66%
Sharpe Ratio
ARDC
-0.57
Winner
IVVW
1.61
5Y Beta
Winner
ARDC
0.38
IVVW
0.73
5Y Dividends CAGR
ARDC
2.90%
IVVW
N/A
ARDC vs IVVW - Historical Returns
Returns include dividend reinvestment.
1M
ARDC
+0.58%
Winner
IVVW
+1.41%
3M
ARDC
+3.95%
Winner
IVVW
+5.23%
6M
ARDC
-2.14%
Winner
IVVW
+6.71%
1Y
ARDC
-2.76%
Winner
IVVW
+17.94%
5Y(CAGR)
ARDC
+5.25%
IVVW
N/A
10Y(CAGR)
ARDC
+8.24%
IVVW
N/A
Max(CAGR)
ARDC
+5.61%
Winner
IVVW
+13.50%
ARDC vs IVVW - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | ARDC | IVVW |
|---|---|---|
| 2026 | +0.31% | +6.77% |
| 2025 | -3.74% | +11.80% |
| 2024 | +19.73% | +12.89% |
| 2023 | +31.58% | N/A |
| 2022 | -21.58% | N/A |
| 2021 | +23.06% | N/A |
| 2020 | +2.84% | N/A |
| 2019 | +19.70% | N/A |
| 2018 | -8.99% | N/A |
| 2017 | +17.00% | N/A |
| 2016 | +23.95% | N/A |
| 2015 | -7.90% | N/A |
| 2014 | -5.03% | N/A |
| 2013 | -3.23% | N/A |
| 2012 | +0.05% | N/A |
ARDC vs IVVW Drawdown Comparison
The maximum drawdown for ARDC was -45.40%, occurring on Mar 18, 2020. Recovery took 229 trading sessions.
The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.
The current ARDC drawdown is -7.33%. The current IVVW drawdown is -0.38%.
| Rank | ARDC | IVVW |
|---|---|---|
| #1 | -45.40% Feb 21, 2020 - Jan 19, 2021 | -16.79% Feb 18, 2025 - Sep 9, 2025 |
| #2 | -26.47% Jan 6, 2022 - Dec 19, 2023 | -6.19% Jul 22, 2024 - Aug 15, 2024 |
| #3 | -24.69% May 13, 2013 - Dec 7, 2016 | -5.81% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -19.78% Feb 11, 2025 - Sep 5, 2025 | -3.66% Mar 28, 2024 - Jun 5, 2024 |
| #5 | -16.92% May 21, 2018 - May 24, 2019 | -2.77% Jun 4, 2026 - Jun 15, 2026 |
| #6 | -15.57% Sep 12, 2025 - Mar 30, 2026 | -2.59% Dec 16, 2024 - Jan 17, 2025 |
| #7 | -6.37% Sep 22, 2021 - Dec 31, 2021 | -2.45% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -4.58% Dec 10, 2012 - Mar 28, 2013 | -1.84% Aug 30, 2024 - Sep 12, 2024 |
| #9 | -4.08% May 15, 2024 - Jun 6, 2024 | -1.82% Feb 2, 2026 - Feb 9, 2026 |
| #10 | -3.86% Aug 1, 2024 - Aug 16, 2024 | -1.58% Oct 18, 2024 - Nov 6, 2024 |
| #11 | -3.72% Dec 2, 2024 - Feb 3, 2025 | -1.50% Jan 16, 2026 - Jan 26, 2026 |
| #12 | -3.61% Jul 16, 2019 - Dec 17, 2019 | -1.47% Oct 6, 2025 - Oct 17, 2025 |
| #13 | -3.50% Oct 24, 2017 - Nov 24, 2017 | -1.37% Jun 15, 2026 - Jun 30, 2026 |
| #14 | -3.40% Jul 13, 2021 - Aug 10, 2021 | -1.27% Feb 9, 2026 - Feb 25, 2026 |
| #15 | -3.22% Apr 1, 2024 - May 3, 2024 | -1.12% Jul 15, 2026 - Jul 17, 2026 |
Correlation
Correlation between ARDC and IVVW is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.31
-101
Dividend Comparison (2013 - 2026)
ARDC vs IVVW dividend yield comparison.
| Year | ARDC | IVVW |
|---|---|---|
| 2026 | 6.28% | 8.60% |
| 2025 | 10.19% | 18.55% |
| 2024 | 9.33% | 13.72% |
| 2023 | 9.85% | 0.00% |
| 2022 | 10.31% | 0.00% |
| 2021 | 7.16% | 0.00% |
| 2020 | 8.40% | 0.00% |
| 2019 | 8.40% | 0.00% |
| 2018 | 9.35% | 0.00% |
| 2017 | 7.58% | 0.00% |
| 2016 | 8.45% | 0.00% |
| 2015 | 10.51% | 0.00% |
| 2014 | 8.87% | 0.00% |
| 2013 | 7.81% | 0.00% |
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