IVV vs WTIP

AIVV

BWTIP

Measures won3–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · IVV $17,398

Lowest cost0.03%IVV · $3 on $10k

Most income9.57%WTIP · $957 on $10k

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

Held in common0.0%IVV and WTIP

iShares Core S&P 500 ETF · $883BWisdomTree Inflation Plus Fund · $27M

+21.7%3 years · per year$18,019 · […][…]

+11.7%5 years · per year$17,398 · […][…]

0.03%Expense ratio$3 · $65 on $10k · lower wins0.65%

1.10%12-mo yield$110 · $957 on $10k9.57%

Cards for this view

IVV

iShares Core S&P 500

$17,398

WTIP

WisdomTree Inflation Plus Fund

[…]

MeasureIVVWTIP

Fee0.03%0.65%

Cost on $10k a year$3$65

Yield1.10%9.57%

5 years, per year+11.7%[…]

3 years, per year+21.7%[…]

Worst drop · 1Y−8.9%−16.5%

Volatility · 1Y13.7%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	BWTIP	WisdomTree Inflation Plus FundRead Desk	0.65%	9.57%	−0.7%	+6.7%	+11.9%	new	new	−16.5%	$27M

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	BWTIP	WisdomTree Inflation Plus FundRead Desk	0.65%	9.57%	−0.7%	+6.7%	+11.9%	new	new	−16.5%	$27M

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