XC vs IVV

AXC

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · SPY $17,481

Lowest cost0.03%IVV · $3 on $10k

Most income12.29%XC · $1,229 on $10k

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

Held in common0.0%XC and IVV

WisdomTree True Emerging Markets Fund · $74MiShares Core S&P 500 ETF · $883B

+10.2%3 years · per year$13,378 · $18,122+21.9%

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

0.32%Expense ratio$32 · $3 on $10k · lower wins0.03%

12.29%12-mo yield$1,229 · $110 on $10k

Cards for this view

WisdomTree True Emerging Markets Fund

[…]

IVV

iShares Core S&P 500

$17,530

MeasureXCIVV

Fee0.32%0.03%

Cost on $10k a year$32$3

Yield12.29%1.10%

5 years, per year[…]+11.9%

3 years, per year+10.2%+21.9%

Worst drop · 1Y−12.7%−8.9%

Volatility · 1Y16.2%

#
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	AXC	WisdomTree True Emerging Markets FundRead Desk	0.32%	12.29%	+0.1%	−2.5%	−0.8%	+10.2%	new	−12.7%	$74M

#
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	AXC	WisdomTree True Emerging Markets FundRead Desk	0.32%	12.29%	+0.1%	−2.5%	−0.8%	+10.2%	new	−12.7%	$74M

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