BSMC vs IVV

ABSMC

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · IVV $17,530

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common0.4%BSMC and IVV

Brandes U.S. Small-Mid Cap Value ETF · $176MiShares Core S&P 500 ETF · $872B

+17.7%3 years · per year$16,289 · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

0.95%12-mo yield$95 · $110 on $10k1.10%

Cards for this view

BSMC

Brandes U.S. Small-Mid Cap Value

[…]

IVV

iShares Core S&P 500

$17,530

MeasureBSMCIVV

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield0.95%1.10%

5 years, per year[…]+11.9%

3 years, per year+17.7%+21.9%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.2%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
3	ABSMC	Brandes U.S. Small-Mid Cap Value ETFRead Desk	0.70%	0.95%	0.0%	+16.0%	+20.1%	+17.7%	new	−9.0%	$176M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
3	ABSMC	Brandes U.S. Small-Mid Cap Value ETFRead Desk	0.70%	0.95%	0.0%	+16.0%	+20.1%	+17.7%	new	−9.0%	$176M

Loading…