Sep 3 2024, 10:28 PM
QUOTE(leo2010 @ Sep 3 2024, 10:06 PM)
@Medufsaid, I believe you are comparing YTD performance gap.
Looking at 1yr performance, it's 25.52% vs. 26.79%. A gap of 1.27%.
TTM Dividends is IVV @ 1.27% whereas CSPX has not paid any dividends TTM.
I am also trying to figure out what contributes to such a performance gap since both track the same index ..
Interesting discussion. My 2 cents IMHO.Looking at 1yr performance, it's 25.52% vs. 26.79%. A gap of 1.27%.
TTM Dividends is IVV @ 1.27% whereas CSPX has not paid any dividends TTM.
I am also trying to figure out what contributes to such a performance gap since both track the same index ..
According to ishares.com, IVV is up 18.29% YTD (as of Aug 29, 2024) while CSPX is up 19.31% YTD (as of Sep 2, 2024). Even after adding the 2 IVV dividends totaling $3.27 so far this year, I can't see how portfolioslab.com arrived at 19.39% for IVV.
CSPX: https://www.ishares.com/uk/individual/en/pr...ts-etf-acc-fund
IVV: https://www.ishares.com/us/products/239726/...core-sp-500-etf
There's probably nothing to be concerned about. ETFs with 15% withholding tax (CSPX and VUAA) should do just as well if not better than ETFs with 30% withholding tax (IVV and VOO).
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