IVVM vs VOO

AIVVM

BVOO

Measures won2–3VOO wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IWF $15,699

Lowest cost0.03%VOO · $3 on $10k

Most income1.08%VOO · $108 on $10k

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

Held in common0.0%IVVM and VOO

iShares Large Cap Moderate Quarterly Laddered ETF · $197MVanguard S&P 500 ETF · $1.00T

+14.3%3 years · per year$14,934 · $17,931+21.5%

[…]5 years · per year[…] · $17,416+11.7%

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

0.63%12-mo yield$63 · $108 on $10k1.08%

Cards for this view

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

VOO

Vanguard S&P 500

$17,416

MeasureIVVMVOO

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield0.63%1.08%

5 years, per year[…]+11.7%

3 years, per year+14.3%+21.5%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y8.1%

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1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
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%	$197M

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1	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$118.1B
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%	$197M

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