QTPI vs IVV

AQTPI

BIVV

Measures won3–1QTPI wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income4.43%QTPI · $443 on $10k

Smallest drop−2.8%QTPI · worst fall in 1Y

Held in common0.0%QTPI and IVV

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETF · $77MiShares Core S&P 500 ETF · $875B

[…]3 years · per year[…] · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

0.60%Expense ratio$60 · $3 on $10k · lower wins0.03%

4.43%12-mo yield$443 · $111 on $10k1.11%

Cards for this view

QTPI

Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities

[…]

IVV

iShares Core S&P 500

$17,414

MeasureQTPIIVV

Fee0.60%0.03%

Cost on $10k a year$60$3

Yield4.43%1.11%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−2.8%−8.9%

Volatility · 1Y4.9%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.43%	−0.6%	0.0%	+0.8%	new	new	−2.8%	$77M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AQTPI	Exchange Place Advisors Trust - North Square RCIM Tax-Advantaged Preferred and Income Securities ETFRead Desk	0.60%	4.43%	−0.6%	0.0%	+0.8%	new	new	−2.8%	$77M

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