IVVM vs VIG

AIVVM

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$16,583VIG · VUG $16,394

Lowest cost0.03%VUG · $3 on $10k

Most income1.46%VIG · $146 on $10k

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

Held in common0.0%IVVM and VIG

iShares Large Cap Moderate Quarterly Laddered ETF · $196MVanguard Dividend Appreciation ETF · $109B

+14.3%3 years · per year$14,934 · $16,696+18.6%

[…]5 years · per year[…] · $16,583+10.6%

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

0.63%12-mo yield$63 · $146 on $10k

Cards for this view

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

VIG

Vanguard Dividend Appreciation

$16,583

MeasureIVVMVIG

Fee0.53%0.04%

Cost on $10k a year$53$4

Yield0.63%1.46%

5 years, per year[…]+10.6%

3 years, per year+14.3%+18.6%

Worst drop · 1Y−5.3%−7.9%

Volatility · 1Y8.1%

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1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.2%	+7.8%	+9.8%	+14.3%	new	−5.3%	$196M

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.46%	+0.3%	+15.1%	+17.8%	+18.6%	+10.6%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.2%	+7.8%	+9.8%	+14.3%	new	−5.3%	$196M

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