DFSU vs SPY

ADFSU

BSPY

Measures won0–5SPY wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · SPY $17,214

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

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

Held in common68.0%DFSU and SPY

Dimensional - US Sustainability Core 1 ETF · $2.4BState Street SPDR S&P 500 ETF · $806B

+20.6%3 years · per year$17,523 · $17,968+21.6%

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

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

0.83%12-mo yield$83 · $100 on $10k

Cards for this view

DFSU

Dimensional - US Sustainability Core 1

[…]

SPY

SPDR S&P 500

$17,337

MeasureDFSUSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield0.83%1.00%

5 years, per year[…]+11.6%

3 years, per year+20.6%+21.6%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y13.8%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	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
3	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk	0.15%	0.83%	−0.7%	+10.7%	+11.6%	+20.6%	new	−10.1%	$2.4B

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	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
3	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk	0.15%	0.83%	−0.7%	+10.7%	+11.6%	+20.6%	new	−10.1%	$2.4B

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