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ADFSV

BSPY

Measures won1–4SPY wins · of 6 · 5Y

$10,000 · 5Y$17,269VOO · IVV $17,265

Lowest cost0.03%IVV · $3 on $10k

Most income1.39%DFSV · $139 on $10k

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

Held in common0.4%DFSV and SPY

U.S. Small Cap Value Portfolio ETF Class Shares · $27.5BState Street SPDR S&P 500 ETF · $807B

+18.4%3 years · per year$16,578 · $17,889+21.4%

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

0.31%Expense ratio$31 · $9 on $10k · lower wins0.09%

1.39%12-mo yield$139 · $101 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

SPY

SPDR S&P 500

$17,214

MeasureDFSVSPY

Fee0.31%0.09%

Cost on $10k a year$31$9

Yield1.39%1.01%

5 years, per year[…]+11.5%

3 years, per year+18.4%+21.4%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.2%

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1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	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%	$807.1B
4	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B

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1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
3	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%	$807.1B
4	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	0.0%	+20.1%	+24.7%	+18.4%	new	−9.4%	$27.5B