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