IVV vs FIXT

AIVV

BFIXT

Measures won2–3FIXT wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SGOV $12,092

Lowest cost0.03%IVV · $3 on $10k

Most income5.35%FIXT · $535 on $10k

Smallest drop−0.0%SGOV · worst fall in 1Y

Held in common[…]IVV and FIXT

iShares Core S&P 500 ETF · $883BTCW Core Plus Bond ETF · $251M

+21.9%3 years · per year$18,122 · $14,721+13.8%

+11.9%5 years · per year$17,530 · […][…]

0.03%Expense ratio$3 · $40 on $10k · lower wins0.40%

1.10%12-mo yield$110 · $535 on $10k5.35%

Cards for this view

IVV

iShares Core S&P 500

$17,530

FIXT

TCW Core Plus Bond

[…]

MeasureIVVFIXT

Fee0.03%0.40%

Cost on $10k a year$3$40

Yield1.10%5.35%

5 years, per year+11.9%[…]

3 years, per year+21.9%+13.8%

Worst drop · 1Y−8.9%−4.9%

Volatility · 1Y13.7%3.8%

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	BFIXT	TCW Core Plus Bond ETFRead Desk	0.40%	5.35%	−0.2%	−0.7%	−0.4%	+13.8%	new	−4.9%	$251M

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.7%	+4.5%	+3.9%	−0.0%	$116.9B
3	BFIXT	TCW Core Plus Bond ETFRead Desk	0.40%	5.35%	−0.2%	−0.7%	−0.4%	+13.8%	new	−4.9%	$251M

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