WABF vs IVV

AWABF

BIVV

Measures won3–2WABF wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income5.50%WABF · $550 on $10k

Smallest drop−5.2%WABF · worst fall in 1Y

Held in common0.0%WABF and IVV

Western Asset Bond ETF · $12MiShares Core S&P 500 ETF · $883B

+5.3%3 years · per year$11,660 · $18,122+21.9%

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

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

5.50%12-mo yield$550 · $110 on $10k

Cards for this view

WABF

Western Asset Bond

[…]

IVV

iShares Core S&P 500

$17,530

MeasureWABFIVV

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield5.50%1.10%

5 years, per year[…]+11.9%

3 years, per year+5.3%+21.9%

Worst drop · 1Y−5.2%−8.9%

Volatility · 1Y3.7%

#
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	AWABF	Western Asset Bond ETFRead Desk	0.35%	5.50%	−0.3%	−1.3%	−0.7%	+5.3%	new	−5.2%	$12M

#
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	AWABF	Western Asset Bond ETFRead Desk	0.35%	5.50%	−0.3%	−1.3%	−0.7%	+5.3%	new	−5.2%	$12M

Loading…