ROE vs IVV

AROE

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VTI $16,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.7%ROE · worst fall in 1Y

Held in common29.4%ROE and IVV

Astoria US Equal Weight Quality Kings ETF · $252MiShares Core S&P 500 ETF · $883B

+23.7%3 years · per year$18,906 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.49%Expense ratio$49 · $3 on $10k · lower wins0.03%

0.85%12-mo yield$85 · $110 on $10k1.10%

Cards for this view

ROE

Astoria US Equal Weight Quality Kings

[…]

IVV

iShares Core S&P 500

$17,398

MeasureROEIVV

Fee0.49%0.03%

Cost on $10k a year$49$3

Yield0.85%1.10%

5 years, per year[…]+11.7%

3 years, per year+23.7%+21.7%

Worst drop · 1Y−8.7%−8.9%

Volatility · 1Y15.9%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk	0.49%	0.85%	−0.5%	+21.9%	+23.3%	+23.7%	new	−8.7%	$252M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AROE	Astoria US Equal Weight Quality Kings ETFRead Desk	0.49%	0.85%	−0.5%	+21.9%	+23.3%	+23.7%	new	−8.7%	$252M

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