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AIVV

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · SPY $17,214

Lowest cost0.03%IVV · $3 on $10k

Most income5.15%DVAL · $515 on $10k

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

Held in common[…]IVV and DVAL

iShares Core S&P 500 ETF · $875BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+21.5%3 years · per year$17,931 · $15,457+15.6%

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

0.03%Expense ratio$3 · $49 on $10k · lower wins0.49%

1.11%12-mo yield$111 · $515 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,265

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureIVVDVAL

Fee0.03%0.49%

Cost on $10k a year$3$49

Yield1.11%5.15%

5 years, per year+11.5%[…]

3 years, per year+21.5%+15.6%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.8%

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1	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
2	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
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
4	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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1	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
2	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
3	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.39%	+0.1%	+10.1%	+11.7%	+18.6%	+8.0%	−11.5%	$191.1B
4	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M