DFSD vs SPY

ADFSD

BSPY

Measures won3–2DFSD wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · BND $9,803

Lowest cost0.03%BND · $3 on $10k

Most income4.53%DFSD · $453 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]DFSD and SPY

Dimensional - Short Duration Fixed Income ETF · $7.4BState Street SPDR S&P 500 ETF · $806B

+4.7%3 years · per year$11,466 · $17,968+21.6%

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

0.17%Expense ratio$17 · $9 on $10k · lower wins0.09%

4.53%12-mo yield$453 · $100 on $10k

Cards for this view

DFSD

Dimensional - Short Duration Fixed Income

[…]

SPY

SPDR S&P 500

$17,337

MeasureDFSDSPY

Fee0.17%0.09%

Cost on $10k a year$17$9

Yield4.53%1.00%

5 years, per year[…]+11.6%

3 years, per year+4.7%+21.6%

Worst drop · 1Y−1.7%−8.9%

Volatility · 1Y2.2%

#
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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

#
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	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.18%	−0.6%	−1.3%	−1.3%	+4.3%	−0.4%	−4.5%	$161.4B
3	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

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