XFIV vs IVV

AXFIV

BIVV

Measures won3–2XFIV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income4.08%XFIV · $408 on $10k

Smallest drop−4.8%XFIV · worst fall in 1Y

Held in common0.0%XFIV and IVV

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF · $351MiShares Core S&P 500 ETF · $883B

+3.7%3 years · per year$11,137 · $18,019+21.7%

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

0.05%Expense ratio$5 · $3 on $10k · lower wins0.03%

4.08%12-mo yield$408 · $110 on $10k

Cards for this view

XFIV

BondBloxx Bloomberg Five Year Target Duration US Treasury

[…]

IVV

iShares Core S&P 500

$17,398

MeasureXFIVIVV

Fee0.05%0.03%

Cost on $10k a year$5$3

Yield4.08%1.10%

5 years, per year[…]+11.7%

3 years, per year+3.7%+21.7%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y3.7%

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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%	$882.8B
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%	$793.2B
3	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk	0.05%	4.08%	−0.6%	−2.0%	−1.8%	+3.7%	new	−4.8%	$351M

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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%	$882.8B
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%	$793.2B
3	AXFIV	BondBloxx Bloomberg Five Year Target Duration US Treasury ETFRead Desk	0.05%	4.08%	−0.6%	−2.0%	−1.8%	+3.7%	new	−4.8%	$351M

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