IVV vs CTIF

AIVV

BCTIF

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,414IVV · VTI $16,585

Lowest cost0.03%IVV · $3 on $10k

Most income4.66%CTIF · $466 on $10k

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

Held in common10.7%IVV and CTIF

iShares Core S&P 500 ETF · $872BEA Series Trust - Castellan Targeted Income ETF · $201M

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

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

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

1.11%12-mo yield$111 · $466 on $10k4.66%

Cards for this view

IVV

iShares Core S&P 500

$17,414

CTIF

EA Series Trust - Castellan Targeted Income

[…]

MeasureIVVCTIF

Fee0.03%0.45%

Cost on $10k a year$3$45

Yield1.11%4.66%

5 years, per year+11.7%[…]

3 years, per year+21.5%[…]

Worst drop · 1Y−8.9%−9.5%

Volatility · 1Y13.8%13.5%

#
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%	$871.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	BCTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.66%	+0.3%	+13.5%	+14.2%	new	new	−9.5%	$201M

#
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%	$871.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.07%	−0.2%	+11.2%	+13.2%	+21.2%	+10.6%	−8.9%	$689.2B
3	BCTIF	EA Series Trust - Castellan Targeted Income ETFRead Desk	0.45%	4.66%	+0.3%	+13.5%	+14.2%	new	new	−9.5%	$201M

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