IVV vs LIFT

AIVV

BLIFT

Measures won1–3LIFT wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · VTI $16,585

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

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

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

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

1.11%12-mo yield$111 · $4,946 on $10k49.46%

Cards for this view

IVV

iShares Core S&P 500

$17,414

LIFT

Stone Ridge Trust - Lifex 2028 Income Bucket

[…]

MeasureIVVLIFT

Fee0.03%0.25%

Cost on $10k a year$3$25

Yield1.11%49.46%

5 years, per year+11.7%[…]

3 years, per year+21.5%[…]

Worst drop · 1Y−8.9%−0.5%

Volatility · 1Y13.8%1.3%

#
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	BLIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.46%	−0.2%	+1.8%	+2.4%	new	new	−0.5%	$2M

#
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	BLIFT	Stone Ridge Trust - Lifex 2028 Income Bucket ETFRead Desk	0.25%	49.46%	−0.2%	+1.8%	+2.4%	new	new	−0.5%	$2M

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