UDI vs IVV

AUDI

BIVV

Measures won3–2UDI wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income2.57%UDI · $257 on $10k

Smallest drop−6.5%UDI · worst fall in 1Y

Held in common6.8%UDI and IVV

USCF Dividend Income ETF · $3MiShares Core S&P 500 ETF · $883B

+20.5%3 years · per year$17,497 · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.65%Expense ratio$65 · $3 on $10k · lower wins0.03%

2.57%12-mo yield$257 · $110 on $10k

Cards for this view

UDI

USCF Dividend Income

[…]

IVV

iShares Core S&P 500

$17,530

MeasureUDIIVV

Fee0.65%0.03%

Cost on $10k a year$65$3

Yield2.57%1.10%

5 years, per year[…]+11.9%

3 years, per year+20.5%+21.9%

Worst drop · 1Y−6.5%−8.9%

Volatility · 1Y10.3%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AUDI	USCF Dividend Income ETFRead Desk	0.65%	2.57%	+0.3%	+19.4%	+24.9%	+20.5%	new	−6.5%	$3M

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
3	AUDI	USCF Dividend Income ETFRead Desk	0.65%	2.57%	+0.3%	+19.4%	+24.9%	+20.5%	new	−6.5%	$3M

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