IVVB vs VUG

AIVVB

BVUG

Measures won3–2IVVB wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · VUG $16,557

Lowest cost0.03%VUG · $3 on $10k

Most income1.15%IVVB · $115 on $10k

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

Held in common0.0%IVVB and VUG

iShares Large Cap Deep Quarterly Laddered ETF · $144MVanguard Morningstar Growth ETF · $233B

+13.2%3 years · per year$14,503 · $18,430+22.6%

[…]5 years · per year[…] · $16,557+10.6%

0.53%Expense ratio$53 · $3 on $10k · lower wins0.03%

1.15%12-mo yield$115 · $41 on $10k

Cards for this view

IVVB

iShares Large Cap Deep Quarterly Laddered

[…]

VUG

Vanguard Morningstar Growth

$16,557

MeasureIVVBVUG

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield1.15%0.41%

5 years, per year[…]+10.6%

3 years, per year+13.2%+22.6%

Worst drop · 1Y−5.8%−15.1%

Volatility · 1Y8.4%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.15%	+0.8%	+6.4%	+6.9%	+13.2%	new	−5.8%	$144M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.15%	+0.8%	+6.4%	+6.9%	+13.2%	new	−5.8%	$144M

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