BCLO vs IVV

ABCLO

BIVV

Measures won3–1BCLO wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · VTI $16,543

Lowest cost0.03%IVV · $3 on $10k

Most income6.30%BCLO · $630 on $10k

Smallest drop−1.9%BCLO · worst fall in 1Y

Held in common[…]BCLO and IVV

iShares BBB-B CLO Active ETF · $113MiShares Core S&P 500 ETF · $879B

[…]3 years · per year[…] · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

6.30%12-mo yield$630 · $110 on $10k1.10%

Cards for this view

BCLO

iShares BBB-B CLO Active

[…]

IVV

iShares Core S&P 500

$17,398

MeasureBCLOIVV

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield6.30%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−1.9%−8.9%

Volatility · 1Y1.9%13.7%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ABCLO	iShares BBB-B CLO Active ETFRead Desk	0.45%	6.30%	+0.3%	+4.9%	+5.7%	new	new	−1.9%	$113M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ABCLO	iShares BBB-B CLO Active ETFRead Desk	0.45%	6.30%	+0.3%	+4.9%	+5.7%	new	new	−1.9%	$113M

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