HOLD vs IVV

AHOLD

BIVV

Measures won1–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · VTI $16,543

Lowest cost0.03%IVV · $3 on $10k

Most income7.09%HOLD · $709 on $10k

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

Held in common0.0%HOLD and IVV

Harbor Alpha Layering ETF (HOLD) · $5MiShares Core S&P 500 ETF · $879B

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

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

0.70%Expense ratio$70 · $3 on $10k · lower wins0.03%

7.09%12-mo yield$709 · $110 on $10k1.10%

Cards for this view

HOLD

Harbor Alpha Layering ETF (HOLD)

[…]

IVV

iShares Core S&P 500

$17,398

MeasureHOLDIVV

Fee0.70%0.03%

Cost on $10k a year$70$3

Yield7.09%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−13.5%−8.9%

Volatility · 1Y16.1%13.7%

#
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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AHOLD	Harbor Alpha Layering ETF (HOLD)Read Desk	0.70%	7.09%	+1.6%	+3.3%	+2.2%	new	new	−13.5%	$5M

#
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	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AHOLD	Harbor Alpha Layering ETF (HOLD)Read Desk	0.70%	7.09%	+1.6%	+3.3%	+2.2%	new	new	−13.5%	$5M

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