IVV vs SDCP

AIVV

BSDCP

Measures won1–3SDCP wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income5.12%SDCP · $512 on $10k

Smallest drop−1.1%SDCP · worst fall in 1Y

Held in common0.0%IVV and SDCP

iShares Core S&P 500 ETF · $872BVirtus Newfleet Short Duration Core Plus Bond ETF · $13M

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

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

0.03%Expense ratio$3 · $35 on $10k · lower wins0.35%

1.10%12-mo yield$110 · $512 on $10k5.12%

Cards for this view

IVV

iShares Core S&P 500

$17,530

SDCP

Virtus Newfleet Short Duration Core Plus Bond

[…]

MeasureIVVSDCP

Fee0.03%0.35%

Cost on $10k a year$3$35

Yield1.10%5.12%

5 years, per year+11.9%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−8.9%−1.1%

Volatility · 1Y13.7%1.2%

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	BSDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk	0.35%	5.12%	0.0%	+1.9%	+2.7%	new	new	−1.1%	$13M

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	BSDCP	Virtus Newfleet Short Duration Core Plus Bond ETFRead Desk	0.35%	5.12%	0.0%	+1.9%	+2.7%	new	new	−1.1%	$13M

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