XMAR vs IVV

AXMAR

BIVV

Measures won2–3IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SPY $17,358

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−1.5%XMAR · worst fall in 1Y

Held in common[…]XMAR and IVV

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March · $160MiShares Core S&P 500 ETF · $872B

+10.9%3 years · per year$13,649 · $17,934+21.5%

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

0.85%Expense ratio$85 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $111 on $10k1.11%

Cards for this view

XMAR

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March

[…]

IVV

iShares Core S&P 500

$17,414

MeasureXMARIVV

Fee0.85%0.03%

Cost on $10k a year$85$3

Yield0.00%1.11%

5 years, per year[…]+11.7%

3 years, per year+10.9%+21.5%

Worst drop · 1Y−1.5%−8.9%

Volatility · 1Y3.4%

#
1	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AXMAR	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - MarchRead Desk	0.85%	0.00%	0.0%	+9.5%	+11.0%	+10.9%	new	−1.5%	$160M

#
1	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
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	AXMAR	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - MarchRead Desk	0.85%	0.00%	0.0%	+9.5%	+11.0%	+10.9%	new	−1.5%	$160M

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