LGDX vs IWB

ALGDX

BIWB

Measures won0–4IWB wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · IWB $16,772

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common61.4%LGDX and IWB

Intech S&P Large Cap Diversified Alpha ETF · $139MiShares Russell 1000 ETF · $48.3B

[…]3 years · per year[…] · $17,870+21.3%

[…]5 years · per year[…] · $16,772+10.9%

0.25%Expense ratio$25 · $15 on $10k · lower wins0.15%

0.48%12-mo yield$48 · $92 on $10k0.92%

Cards for this view

LGDX

Intech S&P Large Cap Diversified Alpha

[…]

IWB

iShares Russell 1000

$16,772

MeasureLGDXIWB

Fee0.25%0.15%

Cost on $10k a year$25$15

Yield0.48%0.92%

5 years, per year[…]+10.9%

3 years, per year[…]+21.3%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.4%13.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.3B
3	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.48%	−0.2%	+8.6%	+9.5%	new	new	−9.0%	$139M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.3B
3	ALGDX	Intech S&P Large Cap Diversified Alpha ETFRead Desk	0.25%	0.48%	−0.2%	+8.6%	+9.5%	new	new	−9.0%	$139M

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