DFSB vs SPY

ADFSB

BSPY

Measures won3–2DFSB wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income5.45%DFSB · $545 on $10k

Smallest drop−3.9%DFSB · worst fall in 1Y

Held in common[…]DFSB and SPY

Dimensional - Global Sustainability Fixed Income ETF · $773MState Street SPDR S&P 500 ETF · $806B

+4.9%3 years · per year$11,533 · $17,968+21.6%

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

0.24%Expense ratio$24 · $9 on $10k · lower wins0.09%

5.45%12-mo yield$545 · $100 on $10k

Cards for this view

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

SPY

SPDR S&P 500

$17,337

MeasureDFSBSPY

Fee0.24%0.09%

Cost on $10k a year$24$9

Yield5.45%1.00%

5 years, per year[…]+11.6%

3 years, per year+4.9%+21.6%

Worst drop · 1Y−3.9%−8.9%

Volatility · 1Y4.3%

#
1	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%	$805.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.45%	−0.5%	+0.1%	−0.3%	+4.9%	new	−3.9%	$773M

#
1	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%	$805.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.45%	−0.5%	+0.1%	−0.3%	+4.9%	new	−3.9%	$773M

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