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AIVVM

BVTV

Measures won2–3VTV wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · IWF $15,505

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

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

Held in common0.0%IVVM and VTV

iShares Large Cap Moderate Quarterly Laddered ETF · $200MVanguard Morningstar Value ETF · $184B

+14.3%3 years · per year$14,915 · $17,877+21.4%

[…]5 years · per year[…] · $17,830+12.3%

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

0.63%12-mo yield$63 · $181 on $10k

Cards for this view

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

VTV

Vanguard Morningstar Value

$17,830

MeasureIVVMVTV

Fee0.53%0.03%

Cost on $10k a year$53$3

Yield0.63%1.81%

5 years, per year[…]+12.3%

3 years, per year+14.3%+21.4%

Worst drop · 1Y−5.3%−6.4%

Volatility · 1Y8.1%

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1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.1%	+8.1%	+8.9%	+14.3%	new	−5.3%	$200M

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1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.1%	+8.1%	+8.9%	+14.3%	new	−5.3%	$200M