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IVSX vs BBBL

Comparison between APPLIED FINANCE IVS INTERNATIONAL SMID ETF (IVSX, ETF) and BondBloxx BBB Rated 10+ Year Corporate Bond ETF (BBBL, ETF).

IVSX vs BBBL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVSX
$4.70M
Winner
BBBL
$4.80M
Expense Ratio
IVSX
0.75%
Winner
BBBL
0.19%
Max Drawdown
Winner
IVSX
11.96%
BBBL
12.37%
Sharpe Ratio
IVSX
-0.46
Winner
BBBL
0.43
5Y Beta
IVSX
1.16
Winner
BBBL
0.23

IVSX vs BBBL - Historical Returns

Returns include dividend reinvestment.

1M
IVSX
+1.29%
Winner
BBBL
+2.39%
3M
Winner
IVSX
+5.60%
BBBL
+2.92%
6M
IVSX
N/A
BBBL
+2.02%
1Y
IVSX
N/A
BBBL
+7.35%
Max(CAGR)
IVSX
-6.04%
Winner
BBBL
+3.99%

IVSX vs BBBL - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearIVSXBBBL
2026-1.94%+1.75%
2025N/A+7.06%
2024N/A+0.88%

IVSX vs BBBL Drawdown Comparison

The maximum drawdown for IVSX was -11.96%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The maximum drawdown for BBBL was -9.44%, occurring on Apr 8, 2025. Recovery took 244 trading sessions.

The current IVSX drawdown is -2.65%. The current BBBL drawdown is -1.44%.

RankIVSXBBBL
#1-11.96%
Feb 27, 2026 - Mar 20, 2026
-9.44%
Sep 16, 2024 - Sep 8, 2025
#2-0.68%
Feb 20, 2026 - Feb 25, 2026
-7.11%
Feb 1, 2024 - Aug 1, 2024
#3-0.16%
Feb 25, 2026 - Feb 27, 2026
-5.44%
Oct 27, 2025 - Mar 27, 2026
#4N/A-1.94%
Aug 2, 2024 - Aug 14, 2024
#5N/A-1.58%
Sep 16, 2025 - Oct 14, 2025
#6N/A-1.44%
Aug 23, 2024 - Sep 5, 2024
#7N/A-0.63%
Aug 21, 2024 - Aug 23, 2024
#8N/A-0.29%
Sep 8, 2025 - Sep 10, 2025
#9N/A-0.22%
Sep 11, 2025 - Sep 15, 2025
#10N/A-0.20%
Oct 16, 2025 - Oct 20, 2025
#11N/A-0.20%
Aug 14, 2024 - Aug 16, 2024
#12N/A-0.18%
Jan 25, 2024 - Jan 29, 2024
#13N/A-0.16%
Oct 22, 2025 - Oct 24, 2025
#14N/A-0.10%
Sep 5, 2024 - Sep 9, 2024
#15N/A-0.07%
Sep 11, 2024 - Sep 13, 2024

Correlation

Correlation between IVSX and BBBL is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

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