DFSE vs SPYM

ADFSE

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · SPY $17,337

Lowest cost0.02%SPYM · $2 on $10k

Most income2.17%DFSE · $217 on $10k

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

Held in common0.0%DFSE and SPYM

Dimensional Emerging Markets Sustainability Core 1 ETF · $593MState Street SPDR Portfolio S&P 500 ETF · $183B

+16.3%3 years · per year$15,730 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.44%Expense ratio$44 · $2 on $10k · lower wins0.02%

2.17%12-mo yield$217 · $102 on $10k

Cards for this view

DFSE

Dimensional Emerging Markets Sustainability Core 1

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureDFSESPYM

Fee0.44%0.02%

Cost on $10k a year$44$2

Yield2.17%1.02%

5 years, per year[…]+11.7%

3 years, per year+16.3%+21.7%

Worst drop · 1Y−17.1%−8.9%

Volatility · 1Y24.5%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	SPY	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	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.17%	−1.5%	+7.7%	+7.0%	+16.3%	new	−17.1%	$593M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$183.5B
2	SPY	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	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.17%	−1.5%	+7.7%	+7.0%	+16.3%	new	−17.1%	$593M

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