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ADFVX

BSPYM

Measures won3–2DFVX wins · of 6 · 5Y

$10,000 · 5Y$17,277SPYM · SPY $17,214

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%DFVX · $111 on $10k

Smallest drop−7.2%DFVX · worst fall in 1Y

Held in common54.6%DFVX and SPYM

Dimensional US Large Cap Vector ETF · $576MState Street SPDR Portfolio S&P 500 ETF · $186B

+19.8%3 years · per year$17,213 · $17,930+21.5%

[…]5 years · per year[…] · $17,277+11.6%

0.19%Expense ratio$19 · $2 on $10k · lower wins0.02%

1.11%12-mo yield$111 · $103 on $10k

Cards for this view

DFVX

Dimensional US Large Cap Vector

[…]

SPYM

SPDR Portfolio S&P 500

$17,277

MeasureDFVXSPYM

Fee0.19%0.02%

Cost on $10k a year$19$2

Yield1.11%1.03%

5 years, per year[…]+11.6%

3 years, per year+19.8%+21.5%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.8%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$185.8B
2	SPY	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
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	+0.1%	+16.0%	+17.5%	+19.8%	new	−7.2%	$576M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.4%	+11.5%	+11.6%	+21.5%	+11.6%	−8.9%	$185.8B
2	SPY	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
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	+0.1%	+16.0%	+17.5%	+19.8%	new	−7.2%	$576M