ICLO vs IVV

AICLO

BIVV

Measures won3–2ICLO wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SPY $17,358

Lowest cost0.03%IVV · $3 on $10k

Most income4.75%ICLO · $475 on $10k

Smallest drop−0.3%ICLO · worst fall in 1Y

Held in common[…]ICLO and IVV

Invesco AAA CLO Floating Rate Note ETF · $614MiShares Core S&P 500 ETF · $872B

+6.1%3 years · per year$11,958 · $17,934+21.5%

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

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

4.75%12-mo yield$475 · $111 on $10k

Cards for this view

ICLO

Invesco AAA CLO Floating Rate Note

[…]

IVV

iShares Core S&P 500

$17,414

MeasureICLOIVV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield4.75%1.11%

5 years, per year[…]+11.7%

3 years, per year+6.1%+21.5%

Worst drop · 1Y−0.3%−8.9%

Volatility · 1Y1.1%

#
1	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AICLO	Invesco AAA CLO Floating Rate Note ETFRead Desk	0.19%	4.75%	0.0%	+4.1%	+4.7%	+6.1%	new	−0.3%	$614M

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1	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AICLO	Invesco AAA CLO Floating Rate Note ETFRead Desk	0.19%	4.75%	0.0%	+4.1%	+4.7%	+6.1%	new	−0.3%	$614M

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