IVVM vs VXF

AIVVM

BVXF

Measures won2–3VXF wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · VXF $12,591

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%VXF · $104 on $10k

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

Held in common0.0%IVVM and VXF

iShares Large Cap Moderate Quarterly Laddered ETF · $198MVanguard Extended Market ETF · $30.2B

+14.5%3 years · per year$15,028 · $17,306+20.1%

[…]5 years · per year[…] · $12,591+4.7%

0.53%Expense ratio$53 · $5 on $10k · lower wins0.05%

0.63%12-mo yield$63 · $104 on $10k

Cards for this view

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

VXF

Vanguard Extended Market

$12,591

MeasureIVVMVXF

Fee0.53%0.05%

Cost on $10k a year$53$5

Yield0.63%1.04%

5 years, per year[…]+4.7%

3 years, per year+14.5%+20.1%

Worst drop · 1Y−5.3%−11.0%

Volatility · 1Y8.1%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+1.1%	+12.9%	+12.7%	+20.1%	+4.7%	−11.0%	$30.2B
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

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+1.1%	+12.9%	+12.7%	+20.1%	+4.7%	−11.0%	$30.2B
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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