IVV vs SCCR

AIVV

BSCCR

Measures won1–3SCCR wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · IVV $17,530

Lowest cost0.02%SPYM · $2 on $10k

Most income4.69%SCCR · $469 on $10k

Smallest drop−4.9%SCCR · worst fall in 1Y

Held in common0.0%IVV and SCCR

iShares Core S&P 500 ETF · $883BSchwab Core Bond ETF · $1.9B

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

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

0.03%Expense ratio$3 · $16 on $10k · lower wins0.16%

1.10%12-mo yield$110 · $469 on $10k4.69%

Cards for this view

IVV

iShares Core S&P 500

$17,530

SCCR

Schwab Core Bond

[…]

MeasureIVVSCCR

Fee0.03%0.16%

Cost on $10k a year$3$16

Yield1.10%4.69%

5 years, per year+11.9%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−8.9%−4.9%

Volatility · 1Y13.7%4.1%

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
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%	$882.8B
3	BSCCR	Schwab Core Bond ETFRead Desk	0.16%	4.69%	−0.1%	−1.1%	−0.5%	new	new	−4.9%	$1.9B

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
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%	$882.8B
3	BSCCR	Schwab Core Bond ETFRead Desk	0.16%	4.69%	−0.1%	−1.1%	−0.5%	new	new	−4.9%	$1.9B

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