FLCC vs IVV

AFLCC

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · IVV $17,398

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

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

Held in common47.1%FLCC and IVV

Federated Hermes MDT Large Cap Core ETF · $177MiShares Core S&P 500 ETF · $883B

[…]3 years · per year[…] · $18,122+21.9%

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

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

0.45%12-mo yield$45 · $110 on $10k1.10%

Cards for this view

FLCC

Federated Hermes MDT Large Cap Core

[…]

IVV

iShares Core S&P 500

$17,530

MeasureFLCCIVV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.45%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−9.3%−8.9%

Volatility · 1Y13.9%13.7%

#
1	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AFLCC	Federated Hermes MDT Large Cap Core ETFRead Desk	0.40%	0.45%	+1.4%	+12.2%	+13.7%	new	new	−9.3%	$177M

#
1	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AFLCC	Federated Hermes MDT Large Cap Core ETFRead Desk	0.40%	0.45%	+1.4%	+12.2%	+13.7%	new	new	−9.3%	$177M

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