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ABVAL

BIVV

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income1.13%BVAL · $113 on $10k

Smallest drop−6.7%BVAL · worst fall in 1Y

Held in common0.0%BVAL and IVV

Bluemonte Large Cap Value ETF · $321MiShares Core S&P 500 ETF · $879B

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

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

0.29%Expense ratio$29 · $3 on $10k · lower wins0.03%

1.13%12-mo yield$113 · $110 on $10k1.10%

Cards for this view

BVAL

Bluemonte Large Cap Value

[…]

IVV

iShares Core S&P 500

$17,398

MeasureBVALIVV

Fee0.29%0.03%

Cost on $10k a year$29$3

Yield1.13%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−6.7%−8.9%

Volatility · 1Y10.9%13.7%

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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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$118.9B
4	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$321M

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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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$118.9B
4	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$321M