SDFI vs IVV

ASDFI

BIVV

Measures won3–1SDFI wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VTI $16,543

Lowest cost0.03%IVV · $3 on $10k

Most income4.60%SDFI · $460 on $10k

Smallest drop−1.6%SDFI · worst fall in 1Y

Held in common0.0%SDFI and IVV

Alliance Bernstein - AB Short Duration Income ETF · $191MiShares Core S&P 500 ETF · $879B

[…]3 years · per year[…] · $18,019+21.7%

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

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

4.60%12-mo yield$460 · $110 on $10k1.10%

Cards for this view

SDFI

Alliance Bernstein - AB Short Duration Income

[…]

IVV

iShares Core S&P 500

$17,398

MeasureSDFIIVV

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield4.60%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−1.6%−8.9%

Volatility · 1Y2.0%

#
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%	$879.1B
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	ASDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.60%	−0.2%	+0.9%	+1.5%	new	new	−1.6%	$191M

#
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%	$879.1B
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	ASDFI	Alliance Bernstein - AB Short Duration Income ETFRead Desk	0.30%	4.60%	−0.2%	+0.9%	+1.5%	new	new	−1.6%	$191M

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