DUSB vs SPY

ADUSB

BSPY

Measures won3–2DUSB wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · SPY $17,337

Lowest cost0.09%SPY · $9 on $10k

Most income3.92%DUSB · $392 on $10k

Smallest drop−0.2%DUSB · worst fall in 1Y

Held in common[…]DUSB and SPY

Dimensional Ultrashort Fixed Income ETF · $2.8BState Street SPDR S&P 500 ETF · $793B

+4.7%3 years · per year$11,492 · $17,968+21.6%

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

0.15%Expense ratio$15 · $9 on $10k · lower wins0.09%

3.92%12-mo yield$392 · $100 on $10k

Cards for this view

DUSB

Dimensional Ultrashort Fixed Income

[…]

SPY

SPDR S&P 500

$17,337

MeasureDUSBSPY

Fee0.15%0.09%

Cost on $10k a year$15$9

Yield3.92%1.00%

5 years, per year[…]+11.6%

3 years, per year+4.7%+21.6%

Worst drop · 1Y−0.2%−8.9%

Volatility · 1Y0.6%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
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	ADUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	−0.1%	+2.9%	+3.5%	+4.7%	new	−0.2%	$2.8B

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
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	ADUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	−0.1%	+2.9%	+3.5%	+4.7%	new	−0.2%	$2.8B

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