DFMC vs SPYM

ADFMC

BSPYM

Measures won0–2SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,277SPYM · VTI $16,412

Lowest cost0.02%SPYM · $2 on $10k

Most income1.06%VTI · $106 on $10k

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

Held in common0.0%DFMC and SPYM

U.S. Micro Cap Portfolio ETF · $7.5BState Street SPDR Portfolio S&P 500 ETF · $186B

[…]3 years · per year[…] · $17,930+21.5%

[…]5 years · per year[…] · $17,277+11.6%

0.43%Expense ratio$43 · $2 on $10k · lower wins0.02%

0.47%12-mo yield$48 · $103 on $10k1.03%

Cards for this view

DFMC

U.S. Micro Cap Portfolio

[…]

SPYM

SPDR Portfolio S&P 500

$17,277

MeasureDFMCSPYM

Fee0.43%0.02%

Cost on $10k a year$43$2

Yield0.47%1.03%

5 years, per year[…]+11.6%

3 years, per year[…]+21.5%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.7%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$186.1B
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	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.47%	−0.1%	new	new	new	new	[…]	$7.5B

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$186.1B
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	ADFMC	U.S. Micro Cap Portfolio ETFRead Desk	0.43%	0.47%	−0.1%	new	new	new	new	[…]	$7.5B

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