DFSI vs SPYM

ADFSI

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · SPY $17,358

Lowest cost0.02%SPYM · $2 on $10k

Most income2.26%DFSI · $226 on $10k

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

Held in common0.3%DFSI and SPYM

Dimensional International Sustainability Core 1 ETF · $1.2BState Street SPDR Portfolio S&P 500 ETF · $183B

+19.3%3 years · per year$16,997 · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.24%Expense ratio$24 · $2 on $10k · lower wins0.02%

2.26%12-mo yield$226 · $103 on $10k

Cards for this view

DFSI

Dimensional International Sustainability Core 1

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureDFSISPYM

Fee0.24%0.02%

Cost on $10k a year$24$2

Yield2.26%1.03%

5 years, per year[…]+11.8%

3 years, per year+19.3%+21.5%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y16.2%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.26%	−0.7%	+8.9%	+14.3%	+19.3%	new	−12.3%	$1.2B

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.26%	−0.7%	+8.9%	+14.3%	+19.3%	new	−12.3%	$1.2B

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