DFEV vs SPY

ADFEV

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income2.28%DFEV · $228 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common0.0%DFEV and SPY

Dimensional - Emerging Markets Value ETF · $2.1BState Street SPDR S&P 500 ETF · $793B

+21.6%3 years · per year$17,986 · $17,968+21.6%

[…]5 years · per year[…] · $17,337+11.6%

0.46%Expense ratio$46 · $9 on $10k · lower wins0.09%

2.28%12-mo yield$228 · $100 on $10k

Cards for this view

DFEV

Dimensional - Emerging Markets Value

[…]

SPY

SPDR S&P 500

$17,337

MeasureDFEVSPY

Fee0.46%0.09%

Cost on $10k a year$46$9

Yield2.28%1.00%

5 years, per year[…]+11.6%

3 years, per year+21.6%+21.6%

Worst drop · 1Y−14.7%−8.9%

Volatility · 1Y23.2%13.7%

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1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ADFEV	Dimensional - Emerging Markets Value ETFRead Desk	0.46%	2.28%	−1.3%	+17.8%	+18.4%	+21.6%	new	−14.7%	$2.1B

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$793.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ADFEV	Dimensional - Emerging Markets Value ETFRead Desk	0.46%	2.28%	−1.3%	+17.8%	+18.4%	+21.6%	new	−14.7%	$2.1B

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