IROC vs SPY

AIROC

BSPY

Measures won3–2IROC wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income5.18%IROC · $518 on $10k

Smallest drop−6.2%IROC · worst fall in 1Y

Held in common[…]IROC and SPY

Invesco Rochester High Yield Municipal ETF · $210MState Street SPDR S&P 500 ETF · $793B

+5.6%3 years · per year$11,791 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

5.18%12-mo yield$518 · $100 on $10k

Cards for this view

IROC

Invesco Rochester High Yield Municipal

[…]

SPY

SPDR S&P 500

$17,481

MeasureIROCSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield5.18%1.00%

5 years, per year[…]+11.8%

3 years, per year+5.6%+21.8%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y4.1%

#
1	IVV	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	BSPY	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	AIROC	Invesco Rochester High Yield Municipal ETFRead Desk	0.40%	5.18%	+0.2%	+2.0%	+2.5%	+5.6%	new	−6.2%	$210M

#
1	IVV	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	BSPY	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	AIROC	Invesco Rochester High Yield Municipal ETFRead Desk	0.40%	5.18%	+0.2%	+2.0%	+2.5%	+5.6%	new	−6.2%	$210M

Loading…