IBGK vs IVV

AIBGK

BIVV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income5.01%IBGK · $501 on $10k

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

Held in common[…]IBGK and IVV

iShares iBonds Dec 2054 Term Treasury ETF · $5MiShares Core S&P 500 ETF · $883B

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

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

0.07%Expense ratio$7 · $3 on $10k · lower wins0.03%

5.01%12-mo yield$501 · $110 on $10k1.10%

Cards for this view

IBGK

iShares iBonds Dec 2054 Term Treasury

[…]

IVV

iShares Core S&P 500

$17,398

MeasureIBGKIVV

Fee0.07%0.03%

Cost on $10k a year$7$3

Yield5.01%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−12.1%−8.9%

Volatility · 1Y9.4%

#
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%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	AIBGK	iShares iBonds Dec 2054 Term Treasury ETFRead Desk	0.07%	5.01%	−1.4%	−4.9%	−6.9%	new	new	−12.1%	$5M

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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%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	AIBGK	iShares iBonds Dec 2054 Term Treasury ETFRead Desk	0.07%	5.01%	−1.4%	−4.9%	−6.9%	new	new	−12.1%	$5M

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