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ADVAL

BIVV

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · IVV $17,530

Lowest cost0.03%IVV · $3 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and IVV

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MiShares Core S&P 500 ETF · $883B

+15.6%3 years · per year$15,457 · $18,122+21.9%

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

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

5.15%12-mo yield$515 · $110 on $10k

Cards for this view

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

IVV

iShares Core S&P 500

$17,530

MeasureDVALIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield5.15%1.10%

5 years, per year[…]+11.9%

3 years, per year+15.6%+21.9%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.4%

#
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%	$882.8B
3	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
4	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

#
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%	$882.8B
3	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.54%	+1.1%	+12.0%	+13.2%	+20.7%	+9.8%	−9.7%	$81.8B
4	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M