Loading…

Getting the latest data.

ADFIP

BSPY

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,214SPY · VTI $16,412

Lowest cost0.03%VTI · $3 on $10k

Most income5.39%DFIP · $539 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]DFIP and SPY

Dimensional - Inflation-Protected Securities ETF · $1.1BState Street SPDR S&P 500 ETF · $807B

+3.6%3 years · per year$11,131 · $17,889+21.4%

[…]5 years · per year[…] · $17,214+11.5%

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

5.39%12-mo yield$539 · $101 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

SPY

SPDR S&P 500

$17,214

MeasureDFIPSPY

Fee0.11%0.09%

Cost on $10k a year$11$9

Yield5.39%1.01%

5 years, per year[…]+11.5%

3 years, per year+3.6%+21.4%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+11.6%	+11.8%	+21.3%	+10.4%	−8.9%	$689.2B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.31%	−0.4%	−0.7%	−0.4%	+3.1%	+0.5%	−6.3%	$54.2B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B

#
1	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+11.6%	+11.8%	+21.3%	+10.4%	−8.9%	$689.2B
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.31%	−0.4%	−0.7%	−0.4%	+3.1%	+0.5%	−6.3%	$54.2B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B