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AIVV

BCTIF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,269VOO · IVV $17,265

Lowest cost0.03%IVV · $3 on $10k

Most income4.68%CTIF · $468 on $10k

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

Held in common10.6%IVV and CTIF

iShares Core S&P 500 ETF · $875BEA Series Trust - Castellan Targeted Income ETF · $201M

+21.5%3 years · per year$17,931 · […][…]

+11.5%5 years · per year$17,265 · […][…]

0.03%Expense ratio$3 · $45 on $10k · lower wins0.45%

1.11%12-mo yield$111 · $468 on $10k4.68%

Cards for this view

IVV

iShares Core S&P 500

$17,265

CTIF

EA Series Trust - Castellan Targeted Income

[…]

MeasureIVVCTIF

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.11%4.68%

5 years, per year+11.5%[…]

3 years, per year+21.5%[…]

Worst drop · 1Y−8.9%−9.5%

Volatility · 1Y13.8%13.5%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
4	BCTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.68%	0.0%	+13.1%	+12.9%	new	new	−9.5%	$201M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
4	BCTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.68%	0.0%	+13.1%	+12.9%	new	new	−9.5%	$201M