Loading…

Getting the latest data.

ADFIP

BSPY

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · SPY $17,337

Lowest cost0.03%VCIT · $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 · $793B

+3.8%3 years · per year$11,170 · $17,968+21.6%

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

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

5.39%12-mo yield$539 · $100 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

SPY

SPDR S&P 500

$17,337

MeasureDFIPSPY

Fee0.11%0.09%

Cost on $10k a year$11$9

Yield5.39%1.00%

5 years, per year[…]+11.6%

3 years, per year+3.8%+21.6%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	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
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.09%	−0.7%	−2.0%	−1.6%	+5.9%	+0.6%	−4.9%	$66.6B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.5%	−1.5%	−2.2%	+3.8%	new	−4.3%	$1.1B

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	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
3	VCIT	Vanguard Intermediate-Term Corporate Bond ETFRead Desk	0.03%	5.09%	−0.7%	−2.0%	−1.6%	+5.9%	+0.6%	−4.9%	$66.6B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.5%	−1.5%	−2.2%	+3.8%	new	−4.3%	$1.1B