IVVB vs VIG

AIVVB

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · VIG $16,596

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

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

Held in common0.0%IVVB and VIG

iShares Large Cap Deep Quarterly Laddered ETF · $146MVanguard Dividend Appreciation ETF · $109B

+13.0%3 years · per year$14,415 · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

0.53%Expense ratio$53 · $4 on $10k · lower wins0.04%

1.15%12-mo yield$115 · $145 on $10k

Cards for this view

IVVB

iShares Large Cap Deep Quarterly Laddered

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureIVVBVIG

Fee0.53%0.04%

Cost on $10k a year$53$4

Yield1.15%1.45%

5 years, per year[…]+10.7%

3 years, per year+13.0%+18.9%

Worst drop · 1Y−5.8%−7.9%

Volatility · 1Y8.4%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
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%	$146M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
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%	$146M

Loading…