UTWY vs IVV

AUTWY

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income5.00%UTWY · $500 on $10k

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

Held in common[…]UTWY and IVV

US Treasury 20 Year Bond ETF · $12MiShares Core S&P 500 ETF · $879B

+1.5%3 years · per year$10,456 · $18,019+21.7%

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

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

5.00%12-mo yield$500 · $110 on $10k

Cards for this view

UTWY

US Treasury 20 Year Bond

[…]

IVV

iShares Core S&P 500

$17,398

MeasureUTWYIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield5.00%1.10%

5 years, per year[…]+11.7%

3 years, per year+1.5%+21.7%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y8.3%

#
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	AUTWY	US Treasury 20 Year Bond ETFRead Desk	0.15%	5.00%	−1.2%	−4.5%	−5.8%	+1.5%	new	−10.8%	$12M

#
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	AUTWY	US Treasury 20 Year Bond ETFRead Desk	0.15%	5.00%	−1.2%	−4.5%	−5.8%	+1.5%	new	−10.8%	$12M

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