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IVOL vs FCOR

Comparison between QUADRATIC INTEREST RATE VOLATILITY AND INFLATION HEDGE ETF (IVOL, ETF) and FIDELITY CORPORATE BOND ETF (FCOR, ETF).

5-Year PerformanceFCOR has outperformed IVOL, delivering a return of +0.6% compared to -5.9%

IVOL vs FCOR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVOL
$339M
FCOR
$339M
Expense Ratio
IVOL
0.98%
Winner
FCOR
0.36%
Max Drawdown
IVOL
39.76%
Winner
FCOR
25.97%
Sharpe Ratio
IVOL
-1.47
Winner
FCOR
0.36
5Y Beta
Winner
IVOL
-0.20
FCOR
0.09
5Y Dividends CAGR
IVOL
-5.74%
Winner
FCOR
7.75%

IVOL vs FCOR - Historical Returns

Returns include dividend reinvestment.

1M
IVOL
-4.15%
Winner
FCOR
+0.11%
3M
IVOL
-5.86%
Winner
FCOR
-1.14%
6M
IVOL
-7.23%
Winner
FCOR
+0.29%
1Y
IVOL
-5.82%
Winner
FCOR
+5.36%
5Y(CAGR)
IVOL
-5.92%
Winner
FCOR
+0.63%
10Y(CAGR)
IVOL
N/A
FCOR
+2.88%
Max(CAGR)
IVOL
-1.43%
Winner
FCOR
+2.87%

IVOL vs FCOR - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

YearIVOLFCOR
2026-6.68%+0.24%
2025+12.03%+7.95%
2024-10.51%+3.65%
2023-4.63%+8.73%
2022-12.97%-15.31%
2021-0.69%-1.28%
2020+14.96%+11.01%
2019+3.23%+15.17%
2018N/A-2.76%
2017N/A+6.17%
2016N/A+7.27%
2015N/A-2.21%
2014N/A+0.16%

IVOL vs FCOR Drawdown Comparison

The maximum drawdown for IVOL was -31.17%, occurring on Dec 18, 2024. This drawdown has not yet recovered.

The maximum drawdown for FCOR was -22.60%, occurring on Oct 20, 2022. Recovery took 1055 trading sessions.

The current IVOL drawdown is -26.94%. The current FCOR drawdown is -1.51%.

RankIVOLFCOR
#1-31.17%
May 10, 2021 - Dec 18, 2024
-22.60%
Aug 4, 2021 - Oct 16, 2025
#2-8.02%
Mar 6, 2020 - Mar 26, 2020
-18.79%
Mar 6, 2020 - Jun 16, 2020
#3-3.93%
Mar 26, 2020 - Apr 8, 2020
-7.26%
Dec 29, 2017 - Feb 19, 2019
#4-3.23%
Jun 6, 2019 - Feb 28, 2020
-6.37%
Apr 15, 2015 - Apr 19, 2016
#5-2.52%
Apr 13, 2020 - May 8, 2020
-5.54%
Dec 31, 2020 - Aug 2, 2021
#6-2.26%
Feb 16, 2021 - May 5, 2021
-4.60%
Sep 7, 2016 - May 25, 2017
#7-1.94%
Aug 31, 2020 - Dec 2, 2020
-3.06%
Feb 27, 2026 - Mar 27, 2026
#8-1.50%
May 16, 2019 - May 30, 2019
-2.63%
Sep 4, 2019 - Oct 4, 2019
#9-1.37%
May 8, 2020 - Jun 4, 2020
-2.43%
Aug 7, 2020 - Nov 19, 2020
#10-1.22%
Jun 5, 2020 - Aug 5, 2020
-2.21%
Feb 2, 2015 - Apr 15, 2015
#11-0.51%
Aug 17, 2020 - Aug 25, 2020
-1.75%
Oct 4, 2019 - Dec 11, 2019
#12-0.47%
Jan 21, 2021 - Feb 3, 2021
-1.60%
Oct 15, 2014 - Jan 9, 2015
#13-0.39%
Dec 21, 2020 - Jan 4, 2021
-1.47%
Oct 27, 2025 - Feb 10, 2026
#14-0.39%
Jan 7, 2021 - Jan 14, 2021
-1.35%
May 17, 2016 - Jun 3, 2016
#15-0.31%
Feb 8, 2021 - Feb 12, 2021
-1.22%
Jun 26, 2017 - Aug 1, 2017

Correlation

Correlation between IVOL and FCOR is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20
-101

Dividend Comparison (2014 - 2026)

IVOL vs FCOR dividend yield comparison.

YearIVOLFCOR
20261.59%1.88%
20253.61%4.47%
20243.83%4.35%
20233.73%3.70%
20223.92%3.30%
20213.93%2.34%
20203.44%2.99%
20192.02%3.10%
20180.00%3.65%
20170.00%2.81%
20160.00%3.04%
20150.00%3.82%
20140.00%0.63%

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