DFUV vs SPYM

ADFUV

BSPYM

Measures won3–2DFUV wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VOO $17,393

Lowest cost0.02%SPYM · $2 on $10k

Most income1.29%DFUV · $129 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common36.5%DFUV and SPYM

Dimensional - US Marketwide Value ETF · $15.7BState Street SPDR Portfolio S&P 500 ETF · $186B

+21.4%3 years · per year$17,907 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.21%Expense ratio$21 · $2 on $10k · lower wins0.02%

1.29%12-mo yield$129 · $102 on $10k

Cards for this view

DFUV

Dimensional - US Marketwide Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureDFUVSPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield1.29%1.02%

5 years, per year[…]+11.7%

3 years, per year+21.4%+21.7%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y11.9%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	−0.5%	+23.4%	+27.2%	+21.4%	new	−6.0%	$15.7B

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	−0.5%	+23.4%	+27.2%	+21.4%	new	−6.0%	$15.7B

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