XV vs VOO

AXV

BVOO

Measures won3–1XV wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · IVV $17,414

Lowest cost0.03%VOO · $3 on $10k

Most income20.70%XV · $2,070 on $10k

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

Held in common0.0%XV and VOO

Simplify Target 15 Distribution ETF · $105MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $17,931+21.5%

[…]5 years · per year[…] · $17,416+11.7%

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

20.70%12-mo yield$2,070 · $108 on $10k1.08%

Cards for this view

Simplify Target 15 Distribution

[…]

VOO

Vanguard S&P 500

$17,416

MeasureXVVOO

Fee0.86%0.03%

Cost on $10k a year$86$3

Yield20.70%1.08%

5 years, per year[…]+11.7%

3 years, per year[…]+21.5%

Worst drop · 1Y−5.7%−8.9%

Volatility · 1Y9.7%13.7%

#
1	BVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AXV	Simplify Target 15 Distribution ETFRead Desk	0.86%	20.70%	−0.4%	+4.9%	+8.0%	new	new	−5.7%	$105M

#
1	BVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AXV	Simplify Target 15 Distribution ETFRead Desk	0.86%	20.70%	−0.4%	+4.9%	+8.0%	new	new	−5.7%	$105M

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