IVV vs SWP

AIVV

BSWP

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SCHD $16,418

Lowest cost0.03%IVV · $3 on $10k

Most income9.50%SWP · $950 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common32.0%IVV and SWP

iShares Core S&P 500 ETF · $883BManager Directed Portfolios - SWP Growth & Income ETF · $145M

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

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

0.03%Expense ratio$3 · $99 on $10k · lower wins0.99%

1.10%12-mo yield$110 · $950 on $10k9.50%

Cards for this view

IVV

iShares Core S&P 500

$17,530

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

MeasureIVVSWP

Fee0.03%0.99%

Cost on $10k a year$3$99

Yield1.10%9.50%

5 years, per year+11.9%[…]

3 years, per year+21.9%[…]

Worst drop · 1Y−8.9%−10.0%

Volatility · 1Y13.7%13.1%

#
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%	$882.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BSWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.50%	+0.9%	+6.2%	+6.9%	new	new	−10.0%	$145M

#
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%	$882.8B
2	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
3	BSWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.50%	+0.9%	+6.2%	+6.9%	new	new	−10.0%	$145M

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