FDFF vs IVV

AFDFF

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$28,061SOXX · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common0.0%FDFF and IVV

Fidelity Disruptive Finance ETF · $44MiShares Core S&P 500 ETF · $872B

+15.1%3 years · per year$15,266 · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

0.94%12-mo yield$94 · $111 on $10k1.11%

Cards for this view

FDFF

Fidelity Disruptive Finance

[…]

IVV

iShares Core S&P 500

$17,414

MeasureFDFFIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield0.94%1.11%

5 years, per year[…]+11.7%

3 years, per year+15.1%+21.5%

Worst drop · 1Y−18.1%−8.9%

Volatility · 1Y19.7%

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1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−0.1%	+46.3%	+49.9%	+41.3%	+22.9%	−39.5%	$41.4B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+0.2%	+5.0%	+7.7%	+15.1%	new	−18.1%	$44M

#
1	SOXX	iShares Semiconductor ETFRead Desk	0.33%	0.28%	−0.1%	+46.3%	+49.9%	+41.3%	+22.9%	−39.5%	$41.4B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	AFDFF	Fidelity Disruptive Finance ETFRead Desk	0.50%	0.94%	+0.2%	+5.0%	+7.7%	+15.1%	new	−18.1%	$44M

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