XV vs IVV

AXV

BIVV

Measures won3–1XV wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income20.62%XV · $2,062 on $10k

Smallest drop−5.7%XV · worst fall in 1Y

Held in common0.0%XV and IVV

Simplify Target 15 Distribution ETF · $107MiShares Core S&P 500 ETF · $879B

[…]3 years · per year[…] · $18,019+21.7%

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

0.86%Expense ratio$86 · $3 on $10k · lower wins0.03%

20.62%12-mo yield$2,062 · $110 on $10k1.10%

Cards for this view

Simplify Target 15 Distribution

[…]

IVV

iShares Core S&P 500

$17,398

MeasureXVIVV

Fee0.86%0.03%

Cost on $10k a year$86$3

Yield20.62%1.10%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y9.6%13.7%

#
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%	$879.1B
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%	$805.7B
3	AXV	Simplify Target 15 Distribution ETFRead Desk	0.86%	20.62%	−0.2%	+5.3%	+7.7%	new	new	−5.7%	$107M

#
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%	$879.1B
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%	$805.7B
3	AXV	Simplify Target 15 Distribution ETFRead Desk	0.86%	20.62%	−0.2%	+5.3%	+7.7%	new	new	−5.7%	$107M

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