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ADFSI

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,575QQQ · SPY $17,214

Lowest cost0.09%SPY · $9 on $10k

Most income2.27%DFSI · $227 on $10k

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

Held in common0.3%DFSI and SPY

Dimensional International Sustainability Core 1 ETF · $1.2BState Street SPDR S&P 500 ETF · $806B

+19.7%3 years · per year$17,136 · $17,889+21.4%

[…]5 years · per year[…] · $17,214+11.5%

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

2.27%12-mo yield$227 · $101 on $10k

Cards for this view

DFSI

Dimensional International Sustainability Core 1

[…]

SPY

SPDR S&P 500

$17,214

MeasureDFSISPY

Fee0.24%0.09%

Cost on $10k a year$24$9

Yield2.27%1.01%

5 years, per year[…]+11.5%

3 years, per year+19.7%+21.4%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y16.1%

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1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−1.2%	+11.1%	+10.0%	+22.9%	+11.9%	−14.8%	$473.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$805.7B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.27%	+0.2%	+8.5%	+11.2%	+19.7%	new	−12.3%	$1.2B

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1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−1.2%	+11.1%	+10.0%	+22.9%	+11.9%	−14.8%	$473.8B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$805.7B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.27%	+0.2%	+8.5%	+11.2%	+19.7%	new	−12.3%	$1.2B