DFIP vs SPY

ADFIP

BSPY

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · BNDX $10,176

Lowest cost0.07%BNDX · $7 on $10k

Most income5.36%DFIP · $536 on $10k

Smallest drop−3.2%BNDX · worst fall in 1Y

Held in common[…]DFIP and SPY

Dimensional - Inflation-Protected Securities ETF · $1.1BState Street SPDR S&P 500 ETF · $793B

+4.0%3 years · per year$11,247 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.11%Expense ratio$11 · $9 on $10k · lower wins0.09%

5.36%12-mo yield$536 · $100 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

SPY

SPDR S&P 500

$17,481

MeasureDFIPSPY

Fee0.11%0.09%

Cost on $10k a year$11$9

Yield5.36%1.00%

5 years, per year[…]+11.8%

3 years, per year+4.0%+21.8%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	0.0%	+0.6%	+0.1%	+4.2%	+0.3%	−3.2%	$82.9B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.1%	−1.0%	−1.3%	+4.0%	new	−4.3%	$1.1B

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$793.2B
2	BNDX	Vanguard Total International Bond ETFRead Desk	0.07%	4.65%	0.0%	+0.6%	+0.1%	+4.2%	+0.3%	−3.2%	$82.9B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.1%	−1.0%	−1.3%	+4.0%	new	−4.3%	$1.1B

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