IVVB vs SPYM

AIVVB

BSPYM

Measures won3–2IVVB wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · SPY $17,337

Lowest cost0.02%SPYM · $2 on $10k

Most income1.15%IVVB · $115 on $10k

Smallest drop−5.8%IVVB · worst fall in 1Y

Held in common0.0%IVVB and SPYM

iShares Large Cap Deep Quarterly Laddered ETF · $145MState Street SPDR Portfolio S&P 500 ETF · $183B

+13.0%3 years · per year$14,415 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.53%Expense ratio$53 · $2 on $10k · lower wins0.02%

1.15%12-mo yield$115 · $102 on $10k

Cards for this view

IVVB

iShares Large Cap Deep Quarterly Laddered

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureIVVBSPYM

Fee0.53%0.02%

Cost on $10k a year$53$2

Yield1.15%1.02%

5 years, per year[…]+11.7%

3 years, per year+13.0%+21.7%

Worst drop · 1Y−5.8%−8.9%

Volatility · 1Y8.4%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.15%	−0.2%	+6.2%	+6.6%	+13.0%	new	−5.8%	$145M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
3	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.15%	−0.2%	+6.2%	+6.6%	+13.0%	new	−5.8%	$145M

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