IVVM vs DIA

AIVVM

BDIA

Measures won2–3DIA wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · DIA $15,765

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%IVVM and DIA

iShares Large Cap Moderate Quarterly Laddered ETF · $198MState Street SPDR Dow Jones Industrial Average ETF Trust · $45.7B

+14.3%3 years · per year$14,948 · $16,045+17.1%

[…]5 years · per year[…] · $15,765+9.5%

0.53%Expense ratio$53 · $16 on $10k · lower wins0.16%

0.63%12-mo yield$63 · $138 on $10k

Cards for this view

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

DIA

SPDR Dow Jones Industrial Average ETF Trust

$15,765

MeasureIVVMDIA

Fee0.53%0.16%

Cost on $10k a year$53$16

Yield0.63%1.38%

5 years, per year[…]+9.5%

3 years, per year+14.3%+17.1%

Worst drop · 1Y−5.3%−9.8%

Volatility · 1Y8.1%

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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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.38%	−0.4%	+9.9%	+10.6%	+17.1%	+9.5%	−9.8%	$45.7B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.3%	+8.2%	+9.1%	+14.3%	new	−5.3%	$198M

#
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	BDIA	State Street SPDR Dow Jones Industrial Average ETF TrustRead Desk	0.16%	1.38%	−0.4%	+9.9%	+10.6%	+17.1%	+9.5%	−9.8%	$45.7B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.3%	+8.2%	+9.1%	+14.3%	new	−5.3%	$198M

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