IVV vs CMBO

AIVV

BCMBO

Measures won1–3CMBO wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SPY $17,358

Lowest cost0.03%IVV · $3 on $10k

Most income1.93%CMBO · $193 on $10k

Smallest drop−0.1%CMBO · worst fall in 1Y

Held in common[…]IVV and CMBO

iShares Core S&P 500 ETF · $875BWayfinder Dynamic U.S. Interest Rate ETF · $3M

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

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

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.11%12-mo yield$111 · $193 on $10k1.93%

Cards for this view

IVV

iShares Core S&P 500

$17,414

CMBO

Wayfinder Dynamic U.S. Interest Rate

[…]

MeasureIVVCMBO

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.11%1.93%

5 years, per year+11.7%[…]

3 years, per year+21.5%[…]

Worst drop · 1Y−8.9%−0.1%

Volatility · 1Y13.8%0.2%

#
1	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
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%	$777.9B
3	BCMBO	Wayfinder Dynamic U.S. Interest Rate ETFRead Desk	0.35%	1.93%	0.0%	+3.5%	+4.2%	new	new	−0.1%	$3M

#
1	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
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%	$777.9B
3	BCMBO	Wayfinder Dynamic U.S. Interest Rate ETFRead Desk	0.35%	1.93%	0.0%	+3.5%	+4.2%	new	new	−0.1%	$3M

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