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CLUB vs IVV

Billionaires Club ETF vs iShares Core S&P 500 ETF

CLUB

Billionaires Club ETF

Annual cost

Fund size

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

Key differences

  • CLUB covers global markets; IVV covers north america.
  • CLUB follows a active selection strategy; IVV uses index tracking.

Side-by-side comparison

CLUBIVV
Annual cost (TER)0.03%
Fund size (AUM)$797.5B
Since2000
Dividend yield1.12%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+28.9%
CAGR 3YN/A+23.3%
CAGR 5YN/A+13.7%
Sharpe 3YN/A1.25
Volatility 1Y11.98%
Max drawdown-2.06%-33.90%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.