GISC vs IVV

AGISC

BIVV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,530IVV

Lowest cost0.03%IVV · $3 on $10k

Most income12.20%JEPQ · $1,220 on $10k

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

Held in common0.2%GISC and IVV

Guggenheim Funds Trust - Guggenheim Securitized Income ETF · $93MiShares Core S&P 500 ETF · $872B

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

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

0.47%Expense ratio$47 · $3 on $10k · lower wins0.03%

1.97%12-mo yield$197 · $110 on $10k1.10%

Cards for this view

GISC

Guggenheim Funds Trust - Guggenheim Securitized Income

[…]

IVV

iShares Core S&P 500

$17,530

MeasureGISCIVV

Fee0.47%0.03%

Cost on $10k a year$47$3

Yield1.97%1.10%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]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%	$871.7B
2	AGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.97%	−0.1%	new	new	new	new	[…]	$93M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

#
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%	$871.7B
2	AGISC	Guggenheim Funds Trust - Guggenheim Securitized Income ETFRead Desk	0.47%	1.97%	−0.1%	new	new	new	new	[…]	$93M
3	JEPQ	JPMorgan Nasdaq Equity Premium Income ETFRead Desk	0.35%	12.20%	+2.0%	+8.1%	+9.0%	+18.2%	new	−11.5%	$42.0B

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