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ADVAL

BSPY

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · SPY $17,337

Lowest cost0.03%VEA · $3 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]DVAL and SPY

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MState Street SPDR S&P 500 ETF · $793B

+15.6%3 years · per year$15,457 · $17,968+21.6%

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

0.49%Expense ratio$49 · $9 on $10k · lower wins0.09%

5.15%12-mo yield$515 · $100 on $10k

Cards for this view

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

SPY

SPDR S&P 500

$17,337

MeasureDVALSPY

Fee0.49%0.09%

Cost on $10k a year$49$9

Yield5.15%1.00%

5 years, per year[…]+11.6%

3 years, per year+15.6%+21.6%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.4%

#
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
4	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

#
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.45%	−0.7%	+12.2%	+15.5%	+20.2%	+8.9%	−11.6%	$231.6B
4	ADVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M