IVV vs SCMB

AIVV

BSCMB

Measures won1–3SCMB wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · IVV $17,530

Lowest cost0.02%SPYM · $2 on $10k

Most income3.59%SCMB · $359 on $10k

Smallest drop−6.7%SCMB · worst fall in 1Y

Held in common[…]IVV and SCMB

iShares Core S&P 500 ETF · $872BSchwab Municipal Bond ETF · $4.1B

+21.9%3 years · per year$18,122 · $11,230+3.9%

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

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.10%12-mo yield$110 · $359 on $10k3.59%

Cards for this view

IVV

iShares Core S&P 500

$17,530

SCMB

Schwab Municipal Bond

[…]

MeasureIVVSCMB

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.10%3.59%

5 years, per year+11.9%[…]

3 years, per year+21.9%+3.9%

Worst drop · 1Y−8.9%−6.7%

Volatility · 1Y13.7%3.9%

#
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%	$183.2B
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	BSCMB	Schwab Municipal Bond ETFRead Desk	0.03%	3.59%	+0.3%	+0.4%	+0.8%	+3.9%	new	−6.7%	$4.1B

#
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%	$183.2B
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	BSCMB	Schwab Municipal Bond ETFRead Desk	0.03%	3.59%	+0.3%	+0.4%	+0.8%	+3.9%	new	−6.7%	$4.1B

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