IVVW vs CPAG
Comparison between ISHARES S&P 500 BUYWRITE ETF (IVVW, ETF) and Fm Compoundr U.S. Aggregate Bond ETF (CPAG, ETF).
IVVW vs CPAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IVVW
$270M
CPAG
$270M
Expense Ratio
Winner
IVVW
0.25%
CPAG
0.31%
Max Drawdown
IVVW
19.66%
Winner
CPAG
2.78%
Sharpe Ratio
Winner
IVVW
1.80
CPAG
-0.35
5Y Beta
IVVW
0.73
Winner
CPAG
0.11
IVVW vs CPAG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IVVW
+0.39%
CPAG
-0.35%
3M
Winner
IVVW
+2.45%
CPAG
-1.14%
6M
Winner
IVVW
+5.00%
CPAG
-0.26%
1Y
Winner
IVVW
+18.62%
CPAG
+1.86%
Max(CAGR)
Winner
IVVW
+12.71%
CPAG
+2.29%
IVVW vs CPAG - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IVVW | CPAG |
|---|---|---|
| 2026 | +3.46% | -0.30% |
| 2025 | +11.80% | +2.22% |
| 2024 | +12.89% | N/A |
IVVW vs CPAG Drawdown Comparison
The maximum drawdown for IVVW was -16.79%, occurring on Apr 8, 2025. Recovery took 140 trading sessions.
The maximum drawdown for CPAG was -2.78%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current IVVW drawdown is -1.56%. The current CPAG drawdown is -2.00%.
| Rank | IVVW | CPAG |
|---|---|---|
| #1 | -16.79% Feb 18, 2025 - Sep 9, 2025 | -2.78% Feb 27, 2026 - May 19, 2026 |
| #2 | -6.19% Jul 22, 2024 - Aug 15, 2024 | -1.09% Oct 28, 2025 - Feb 10, 2026 |
| #3 | -5.81% Feb 25, 2026 - Apr 17, 2026 | -0.74% Sep 16, 2025 - Oct 13, 2025 |
| #4 | -3.66% Mar 28, 2024 - Jun 5, 2024 | -0.53% Aug 13, 2025 - Aug 22, 2025 |
| #5 | -2.59% Dec 16, 2024 - Jan 17, 2025 | -0.37% Aug 28, 2025 - Sep 4, 2025 |
| #6 | -2.45% Nov 12, 2025 - Nov 28, 2025 | -0.21% Sep 8, 2025 - Sep 11, 2025 |
| #7 | -1.84% Aug 30, 2024 - Sep 12, 2024 | -0.20% Feb 10, 2026 - Feb 12, 2026 |
| #8 | -1.82% Feb 2, 2026 - Feb 9, 2026 | -0.20% Oct 22, 2025 - Oct 28, 2025 |
| #9 | -1.58% Oct 18, 2024 - Nov 6, 2024 | -0.14% Aug 22, 2025 - Aug 27, 2025 |
| #10 | -1.56% Jun 4, 2026 - Jun 5, 2026 | -0.12% Feb 17, 2026 - Feb 23, 2026 |
| #11 | -1.50% Jan 16, 2026 - Jan 26, 2026 | -0.12% Sep 11, 2025 - Sep 15, 2025 |
| #12 | -1.47% Oct 6, 2025 - Oct 17, 2025 | -0.12% Oct 16, 2025 - Oct 20, 2025 |
| #13 | -1.27% Feb 9, 2026 - Feb 25, 2026 | -0.05% Feb 23, 2026 - Feb 26, 2026 |
| #14 | -0.90% Nov 14, 2024 - Nov 22, 2024 | -0.03% Oct 14, 2025 - Oct 16, 2025 |
| #15 | -0.81% May 12, 2026 - May 22, 2026 | N/A |
Correlation
Correlation between IVVW and CPAG is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
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