IVV vs IVVM

AIVV

BIVVM

Measures won3–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · VTI $16,678

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%IVV and IVVM

iShares Core S&P 500 ETF · $872BiShares Large Cap Moderate Quarterly Laddered ETF · $196M

+21.9%3 years · per year$18,122 · $15,028+14.5%

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

0.03%Expense ratio$3 · $53 on $10k · lower wins0.53%

1.10%12-mo yield$110 · $63 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,530

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

MeasureIVVIVVM

Fee0.03%0.53%

Cost on $10k a year$3$53

Yield1.10%0.63%

5 years, per year+11.9%[…]

3 years, per year+21.9%+14.5%

Worst drop · 1Y−8.9%−5.3%

Volatility · 1Y13.7%

#
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%	$871.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	BIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	+0.7%	+8.5%	+9.5%	+14.5%	new	−5.3%	$196M

#
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%	$871.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	BIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	+0.7%	+8.5%	+9.5%	+14.5%	new	−5.3%	$196M

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