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AIVV

BSIO

Measures won2–3SIO wins · of 6 · 5Y

$10,000 · 5Y$17,871QQQ · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income7.03%SIO · $703 on $10k

Smallest drop−3.6%SIO · worst fall in 1Y

Held in common1.1%IVV and SIO

iShares Core S&P 500 ETF · $875BTouchstone Strategic Income ETF · $306M

+21.5%3 years · per year$17,934 · $12,256+7.0%

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

0.03%Expense ratio$3 · $82 on $10k · lower wins0.82%

1.11%12-mo yield$111 · $703 on $10k7.03%

Cards for this view

IVV

iShares Core S&P 500

$17,414

SIO

Touchstone Strategic Income

[…]

MeasureIVVSIO

Fee0.03%0.82%

Cost on $10k a year$3$82

Yield1.11%7.03%

5 years, per year+11.7%[…]

3 years, per year+21.5%+7.0%

Worst drop · 1Y−8.9%−3.6%

Volatility · 1Y13.8%4.0%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$446.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
4	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.03%	−0.5%	0.0%	+0.9%	+7.0%	new	−3.6%	$306M

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.46%	−0.7%	+10.2%	+11.2%	+23.1%	+12.3%	−14.8%	$446.1B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.94%	+1.0%	+33.8%	+38.8%	+19.5%	+10.4%	−6.9%	$121.7B
4	BSIO	Touchstone Strategic Income ETFRead Desk	0.82%	7.03%	−0.5%	0.0%	+0.9%	+7.0%	new	−3.6%	$306M