VDIG vs IVV

AVDIG

BIVV

Measures won0–2IVV 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%SPY · worst fall in 1Y

Held in common26.1%VDIG and IVV

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETF · $32MiShares Core S&P 500 ETF · $879B

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

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

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

0.12%12-mo yield$12 · $110 on $10k1.10%

Cards for this view

VDIG

Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active

[…]

IVV

iShares Core S&P 500

$17,398

MeasureVDIGIVV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.12%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]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	AVDIG	Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFRead Desk	0.40%	0.12%	0.0%	+8.7%	new	new	new	[…]	$32M

#
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	AVDIG	Vanguard Wellesley Income Fund - Vanguard Wellington Dividend Growth Active ETFRead Desk	0.40%	0.12%	0.0%	+8.7%	new	new	new	[…]	$32M

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