WTBN vs IVV

AWTBN

BIVV

Measures won3–1WTBN wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%IVV · $3 on $10k

Most income4.14%WTBN · $414 on $10k

Smallest drop−5.1%WTBN · worst fall in 1Y

Held in common0.0%WTBN and IVV

WisdomTree Bianco Total Return Fund · $105MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

0.50%Expense ratio$50 · $3 on $10k · lower wins0.03%

4.14%12-mo yield$414 · $111 on $10k1.11%

Cards for this view

WTBN

WisdomTree Bianco Total Return Fund

[…]

IVV

iShares Core S&P 500

$17,414

MeasureWTBNIVV

Fee0.50%0.03%

Cost on $10k a year$50$3

Yield4.14%1.11%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−5.1%−8.9%

Volatility · 1Y4.1%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	AWTBN	WisdomTree Bianco Total Return FundRead Desk	0.50%	4.14%	−0.7%	−2.1%	−1.8%	new	new	−5.1%	$105M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	AWTBN	WisdomTree Bianco Total Return FundRead Desk	0.50%	4.14%	−0.7%	−2.1%	−1.8%	new	new	−5.1%	$105M

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