DFSV vs SPYM

ADFSV

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · VOO $17,416

Lowest cost0.02%SPYM · $2 on $10k

Most income1.39%DFSV · $139 on $10k

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

Held in common0.4%DFSV and SPYM

U.S. Small Cap Value Portfolio ETF Class Shares · $27.7BState Street SPDR Portfolio S&P 500 ETF · $179B

+17.3%3 years · per year$16,132 · $17,936+21.5%

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

0.31%Expense ratio$31 · $2 on $10k · lower wins0.02%

1.39%12-mo yield$139 · $103 on $10k

Cards for this view

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureDFSVSPYM

Fee0.31%0.02%

Cost on $10k a year$31$2

Yield1.39%1.03%

5 years, per year[…]+11.8%

3 years, per year+17.3%+21.5%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.2%

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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%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	−0.2%	+20.6%	+26.9%	+17.3%	new	−9.4%	$27.7B

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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%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.39%	−0.2%	+20.6%	+26.9%	+17.3%	new	−9.4%	$27.7B

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