DRES vs SPYM

ADRES

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM · IVV $17,530

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%IVV · $110 on $10k

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

Held in common2.0%DRES and SPYM

GMO Domestic Resilience ETF · $150MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.50%Expense ratio$50 · $2 on $10k · lower wins0.02%

0.66%12-mo yield$66 · $102 on $10k1.02%

Cards for this view

DRES

GMO Domestic Resilience

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureDRESSPYM

Fee0.50%0.02%

Cost on $10k a year$50$2

Yield0.66%1.02%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−11.9%−8.9%

Volatility · 1Y18.1%13.7%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
3	ADRES	GMO Domestic Resilience ETFRead Desk	0.50%	0.66%	+0.7%	+21.7%	+24.4%	new	new	−11.9%	$150M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$871.7B
3	ADRES	GMO Domestic Resilience ETFRead Desk	0.50%	0.66%	+0.7%	+21.7%	+24.4%	new	new	−11.9%	$150M

Loading…