DIVL vs SPY

ADIVL

BSPY

Measures won3–2DIVL wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · SPY $17,337

Lowest cost0.03%VOO · $3 on $10k

Most income1.69%DIVL · $169 on $10k

Smallest drop−6.9%DIVL · worst fall in 1Y

Held in common12.4%DIVL and SPY

Madison Dividend Value ETF · $64MState Street SPDR S&P 500 ETF · $793B

+15.3%3 years · per year$15,326 · $17,968+21.6%

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

0.65%Expense ratio$65 · $9 on $10k · lower wins0.09%

1.69%12-mo yield$169 · $100 on $10k

Cards for this view

DIVL

Madison Dividend Value

[…]

SPY

SPDR S&P 500

$17,337

MeasureDIVLSPY

Fee0.65%0.09%

Cost on $10k a year$65$9

Yield1.69%1.00%

5 years, per year[…]+11.6%

3 years, per year+15.3%+21.6%

Worst drop · 1Y−6.9%−8.9%

Volatility · 1Y11.1%

#
1	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
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%	$793.2B
3	ADIVL	Madison Dividend Value ETFRead Desk	0.65%	1.69%	0.0%	+17.7%	+18.3%	+15.3%	new	−6.9%	$64M

#
1	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
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%	$793.2B
3	ADIVL	Madison Dividend Value ETFRead Desk	0.65%	1.69%	0.0%	+17.7%	+18.3%	+15.3%	new	−6.9%	$64M

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