IVV vs LIFT

AIVV

BLIFT

Measures won1–3LIFT wins · of 6 · 5Y

$10,000 · 5Y$18,092QQQ · IVV $17,530

Lowest cost0.03%IVV · $3 on $10k

Most income49.46%LIFT · $4,946 on $10k

Smallest drop−0.5%LIFT · worst fall in 1Y

Held in common[…]IVV and LIFT

iShares Core S&P 500 ETF · $872BStone Ridge Trust - Lifex 2028 Income Bucket ETF · $2M

+21.9%3 years · per year$18,122 · […][…]

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

0.03%Expense ratio$3 · $25 on $10k · lower wins0.25%

1.10%12-mo yield$110 · $4,946 on $10k49.46%

Cards for this view

IVV

iShares Core S&P 500

$17,530

LIFT

Stone Ridge Trust - Lifex 2028 Income Bucket

[…]

MeasureIVVLIFT

Fee0.03%0.25%

Cost on $10k a year$3$25

Yield1.10%49.46%

5 years, per year+11.9%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−8.9%−0.5%

Volatility · 1Y13.7%1.3%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+2.3%	+12.8%	+11.3%	+23.9%	+12.6%	−14.8%	$463.7B
2	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
3	BLIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.46%	0.0%	+1.8%	+2.4%	new	new	−0.5%	$2M

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	+2.3%	+12.8%	+11.3%	+23.9%	+12.6%	−14.8%	$463.7B
2	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
3	BLIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.46%	0.0%	+1.8%	+2.4%	new	new	−0.5%	$2M

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