ASMF vs SPYM

AASMF

BSPYM

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · SPY $17,481

Lowest cost0.02%SPYM · $2 on $10k

Most income1.02%SPYM · $102 on $10k

Smallest drop−6.3%ASMF · worst fall in 1Y

Held in common[…]ASMF and SPYM

Virtus AlphaSimplex Managed Futures ETF · $31MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.80%Expense ratio$80 · $2 on $10k · lower wins0.02%

0.20%12-mo yield$20 · $102 on $10k1.02%

Cards for this view

ASMF

Virtus AlphaSimplex Managed Futures

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureASMFSPYM

Fee0.80%0.02%

Cost on $10k a year$80$2

Yield0.20%1.02%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−6.3%−8.9%

Volatility · 1Y11.9%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.20%	0.0%	+9.7%	+12.4%	new	new	−6.3%	$31M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.20%	0.0%	+9.7%	+12.4%	new	new	−6.3%	$31M

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