TOV vs IVV

ATOV

BIVV

Measures won0–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

Smallest drop−8.9%TOV · worst fall in 1Y

Held in common93.1%TOV and IVV

JLens 500 Jewish Advocacy U.S. ETF · $280MiShares Core S&P 500 ETF · $879B

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

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

0.18%Expense ratio$18 · $3 on $10k · lower wins0.03%

0.84%12-mo yield$84 · $110 on $10k1.10%

Cards for this view

TOV

JLens 500 Jewish Advocacy U.S.

[…]

IVV

iShares Core S&P 500

$17,398

MeasureTOVIVV

Fee0.18%0.03%

Cost on $10k a year$18$3

Yield0.84%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−8.9%−8.9%

Volatility · 1Y14.1%13.7%

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	ATOV	JLens 500 Jewish Advocacy U.S. ETFRead Desk	0.18%	0.84%	−0.4%	+11.9%	+11.7%	new	new	−8.9%	$280M

#
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
3	ATOV	JLens 500 Jewish Advocacy U.S. ETFRead Desk	0.18%	0.84%	−0.4%	+11.9%	+11.7%	new	new	−8.9%	$280M

Loading…