DFCF vs SPY

ADFCF

BSPY

Measures won3–2DFCF wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · SPY $17,358

Lowest cost0.03%VOO · $3 on $10k

Most income4.50%DFCF · $450 on $10k

Smallest drop−4.8%DFCF · worst fall in 1Y

Held in common[…]DFCF and SPY

Dimensional - Core Fixed Income ETF · $11.7BState Street SPDR S&P 500 ETF · $792B

+4.8%3 years · per year$11,525 · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

0.18%Expense ratio$18 · $9 on $10k · lower wins0.09%

4.50%12-mo yield$450 · $101 on $10k

Cards for this view

DFCF

Dimensional - Core Fixed Income

[…]

SPY

SPDR S&P 500

$17,358

MeasureDFCFSPY

Fee0.18%0.09%

Cost on $10k a year$18$9

Yield4.50%1.01%

5 years, per year[…]+11.7%

3 years, per year+4.8%+21.4%

Worst drop · 1Y−4.8%−8.9%

Volatility · 1Y4.4%

#
1	VOO	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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	ADFCF	Dimensional - Core Fixed Income ETFRead Desk	0.18%	4.50%	−0.8%	−0.9%	−0.4%	+4.8%	new	−4.8%	$11.7B

#
1	VOO	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	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	ADFCF	Dimensional - Core Fixed Income ETFRead Desk	0.18%	4.50%	−0.8%	−0.9%	−0.4%	+4.8%	new	−4.8%	$11.7B

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