IVV vs STOX

AIVV

BSTOX

Measures won4–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common52.6%IVV and STOX

iShares Core S&P 500 ETF · $872BHorizon Funds - Horizon Core Equity ETF · $242M

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

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

0.03%Expense ratio$3 · $70 on $10k · lower wins0.70%

1.11%12-mo yield$111 · $17 on $10k0.17%

Cards for this view

IVV

iShares Core S&P 500

$17,414

STOX

Horizon Funds - Horizon Core Equity

[…]

MeasureIVVSTOX

Fee0.03%0.70%

Cost on $10k a year$3$70

Yield1.11%0.17%

5 years, per year+11.7%[…]

3 years, per year+21.5%[…]

Worst drop · 1Y−8.9%−9.3%

Volatility · 1Y13.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
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%	$871.7B
3	BSTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	−0.3%	+11.2%	+14.2%	new	new	−9.3%	$242M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
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%	$871.7B
3	BSTOX	Horizon Funds - Horizon Core Equity ETFRead Desk	0.70%	0.17%	−0.3%	+11.2%	+14.2%	new	new	−9.3%	$242M

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