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ALDDR

BIVV

Measures won3–1LDDR wins · of 6 · 5Y

$10,000 · 5Y$17,575QQQ · IVV $17,265

Lowest cost0.03%IVV · $3 on $10k

Most income13.54%LDDR · $1,354 on $10k

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

Held in common[…]LDDR and IVV

Stone Ridge Trust - LifeX 2035 Income Bucket ETF · $38MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $17,931+21.5%

[…]5 years · per year[…] · $17,265+11.5%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

13.54%12-mo yield$1,354 · $111 on $10k1.11%

Cards for this view

LDDR

Stone Ridge Trust - LifeX 2035 Income Bucket

[…]

IVV

iShares Core S&P 500

$17,265

MeasureLDDRIVV

Fee0.25%0.03%

Cost on $10k a year$25$3

Yield13.54%1.11%

5 years, per year[…]+11.5%

3 years, per year[…]+21.5%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y4.3%

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1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−1.2%	+11.1%	+10.0%	+22.9%	+11.9%	−14.8%	$476.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk	0.25%	13.54%	0.0%	−1.3%	−1.2%	new	new	−5.3%	$38M

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1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−1.2%	+11.1%	+10.0%	+22.9%	+11.9%	−14.8%	$476.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk	0.25%	13.54%	0.0%	−1.3%	−1.2%	new	new	−5.3%	$38M