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ADFIS

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income2.45%VEA · $245 on $10k

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

Held in common0.0%DFIS and SPY

Dimensional - International Small Cap ETF · $5.8BState Street SPDR S&P 500 ETF · $793B

+20.9%3 years · per year$17,656 · $17,968+21.6%

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

0.39%Expense ratio$39 · $9 on $10k · lower wins0.09%

2.22%12-mo yield$222 · $100 on $10k

Cards for this view

DFIS

Dimensional - International Small Cap

[…]

SPY

SPDR S&P 500

$17,337

MeasureDFISSPY

Fee0.39%0.09%

Cost on $10k a year$39$9

Yield2.22%1.00%

5 years, per year[…]+11.6%

3 years, per year+20.9%+21.6%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y15.9%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
4	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.22%	−0.7%	+10.1%	+15.4%	+20.9%	new	−12.5%	$5.8B

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
4	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.22%	−0.7%	+10.1%	+15.4%	+20.9%	new	−12.5%	$5.8B