ASMF vs VIG

AASMF

BVIG

Measures won1–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,387VYM · VIG $16,596

Lowest cost0.04%VIG · $4 on $10k

Most income2.23%VYM · $223 on $10k

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

Held in common[…]ASMF and VIG

Virtus AlphaSimplex Managed Futures ETF · $31MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,806+18.9%

[…]5 years · per year[…] · $16,596+10.7%

0.80%Expense ratio$80 · $4 on $10k · lower wins0.04%

0.19%12-mo yield$19 · $145 on $10k1.45%

Cards for this view

ASMF

Virtus AlphaSimplex Managed Futures

[…]

VIG

Vanguard Dividend Appreciation

$16,596

MeasureASMFVIG

Fee0.80%0.04%

Cost on $10k a year$80$4

Yield0.19%1.45%

5 years, per year[…]+10.7%

3 years, per year[…]+18.9%

Worst drop · 1Y−6.3%−7.9%

Volatility · 1Y12.0%11.0%

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.19%	+1.1%	+12.0%	+14.4%	new	new	−6.3%	$31M

#
1	VYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.23%	+0.1%	+17.1%	+19.1%	+20.3%	+11.7%	−6.7%	$78.9B
2	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.45%	0.0%	+16.0%	+16.9%	+18.9%	+10.7%	−7.9%	$109.1B
3	AASMF	Virtus AlphaSimplex Managed Futures ETFRead Desk	0.80%	0.19%	+1.1%	+12.0%	+14.4%	new	new	−6.3%	$31M

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