SCEC vs IVV

ASCEC

BIVV

Measures won3–1SCEC wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income5.17%SCEC · $517 on $10k

Smallest drop−4.8%SCEC · worst fall in 1Y

Held in common0.0%SCEC and IVV

Sterling Capital Enhanced Core Bond ETF · $622MiShares Core S&P 500 ETF · $872B

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

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

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

5.17%12-mo yield$517 · $111 on $10k1.11%

Cards for this view

SCEC

Sterling Capital Enhanced Core Bond

[…]

IVV

iShares Core S&P 500

$17,414

MeasureSCECIVV

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield5.17%1.11%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y4.0%

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
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%	$871.7B
3	ASCEC	Sterling Capital Enhanced Core Bond ETFRead Desk	0.39%	5.17%	−0.7%	−1.7%	−1.2%	new	new	−4.8%	$622M

#
1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
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%	$871.7B
3	ASCEC	Sterling Capital Enhanced Core Bond ETFRead Desk	0.39%	5.17%	−0.7%	−1.7%	−1.2%	new	new	−4.8%	$622M

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