IVVM vs VTI

AIVVM

BVTI

Measures won2–3VTI wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income1.07%VOO · $107 on $10k

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

Held in common0.0%IVVM and VTI

iShares Large Cap Moderate Quarterly Laddered ETF · $198MVanguard Morningstar Total Stock Market ETF · $689B

+14.3%3 years · per year$14,948 · $17,911+21.4%

[…]5 years · per year[…] · $16,542+10.6%

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

0.63%12-mo yield$63 · $106 on $10k

Cards for this view

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,542

MeasureIVVMVTI

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield0.63%1.06%

5 years, per year[…]+10.6%

3 years, per year+14.3%+21.4%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y8.1%

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1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
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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1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
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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