Loading…

Getting the latest data.

AIVV

BBVAL

Measures won1–3BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%BVAL · $114 on $10k

Smallest drop−6.7%BVAL · worst fall in 1Y

Held in common0.0%IVV and BVAL

iShares Core S&P 500 ETF · $875BBluemonte Large Cap Value ETF · $312M

+21.5%3 years · per year$17,934 · […][…]

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

0.03%Expense ratio$3 · $29 on $10k · lower wins0.29%

1.11%12-mo yield$111 · $114 on $10k1.14%

Cards for this view

IVV

iShares Core S&P 500

$17,414

BVAL

Bluemonte Large Cap Value

[…]

MeasureIVVBVAL

Fee0.03%0.29%

Cost on $10k a year$3$29

Yield1.11%1.14%

5 years, per year+11.7%[…]

3 years, per year+21.5%[…]

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y13.8%10.9%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	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%	$777.9B
4	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	0.0%	+17.3%	+20.5%	new	new	−6.7%	$312M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	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%	$777.9B
4	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	0.0%	+17.3%	+20.5%	new	new	−6.7%	$312M