DVAL vs SPYM

ADVAL

BSPYM

Measures won3–2DVAL wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · SPY $17,358

Lowest cost0.02%SPYM · $2 on $10k

Most income5.15%DVAL · $515 on $10k

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

Held in common[…]DVAL and SPYM

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60MState Street SPDR Portfolio S&P 500 ETF · $179B

+15.6%3 years · per year$15,457 · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.49%Expense ratio$49 · $2 on $10k · lower wins0.02%

5.15%12-mo yield$515 · $103 on $10k

Cards for this view

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureDVALSPYM

Fee0.49%0.02%

Cost on $10k a year$49$2

Yield5.15%1.03%

5 years, per year[…]+11.8%

3 years, per year+15.6%+21.5%

Worst drop · 1Y−6.2%−8.9%

Volatility · 1Y10.4%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	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

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$777.9B
3	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

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