DFGP vs SPYM

ADFGP

BSPYM

Measures won3–1DFGP wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VTI $16,543

Lowest cost0.02%SPYM · $2 on $10k

Most income4.87%DFGP · $487 on $10k

Smallest drop−3.9%DFGP · worst fall in 1Y

Held in common[…]DFGP and SPYM

Dimensional - Global Core Plus Fixed Income ETF · $3.8BState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.23%Expense ratio$23 · $2 on $10k · lower wins0.02%

4.87%12-mo yield$487 · $102 on $10k1.02%

Cards for this view

DFGP

Dimensional - Global Core Plus Fixed Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureDFGPSPYM

Fee0.23%0.02%

Cost on $10k a year$23$2

Yield4.87%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−3.9%−8.9%

Volatility · 1Y4.5%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
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	ADFGP	Dimensional - Global Core Plus Fixed Income ETFRead Desk	0.23%	4.87%	−0.5%	−0.2%	−0.5%	new	new	−3.9%	$3.8B

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
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	ADFGP	Dimensional - Global Core Plus Fixed Income ETFRead Desk	0.23%	4.87%	−0.5%	−0.2%	−0.5%	new	new	−3.9%	$3.8B

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