IVVM vs IWB

AIVVM

BIWB

Measures won2–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,904IWB · IWF $15,927

Lowest cost0.15%IWB · $15 on $10k

Most income0.92%IWB · $92 on $10k

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

Held in common0.0%IVVM and IWB

iShares Large Cap Moderate Quarterly Laddered ETF · $198MiShares Russell 1000 ETF · $48.3B

+14.5%3 years · per year$15,028 · $18,011+21.7%

[…]5 years · per year[…] · $16,904+11.1%

0.53%Expense ratio$53 · $15 on $10k · lower wins0.15%

0.63%12-mo yield$63 · $92 on $10k

Cards for this view

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

IWB

iShares Russell 1000

$16,904

MeasureIVVMIWB

Fee0.53%0.15%

Cost on $10k a year$53$15

Yield0.63%0.92%

5 years, per year[…]+11.1%

3 years, per year+14.5%+21.7%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y8.1%

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1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+1.3%	+12.2%	+12.6%	+21.7%	+11.1%	−8.9%	$48.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	+0.7%	+8.5%	+9.5%	+14.5%	new	−5.3%	$198M

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1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+1.3%	+12.2%	+12.6%	+21.7%	+11.1%	−8.9%	$48.3B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+2.3%	−1.2%	−2.8%	+19.8%	+9.8%	−14.6%	$119.2B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	+0.7%	+8.5%	+9.5%	+14.5%	new	−5.3%	$198M

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