DXIV vs SPYM

ADXIV

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income2.42%DXIV · $242 on $10k

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

Held in common0.5%DXIV and SPYM

Dimensional - International Vector Equity ETF · $241MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $17,936+21.5%

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

0.53%Expense ratio$53 · $2 on $10k · lower wins0.02%

2.42%12-mo yield$242 · $103 on $10k1.03%

Cards for this view

DXIV

Dimensional - International Vector Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureDXIVSPYM

Fee0.53%0.02%

Cost on $10k a year$53$2

Yield2.42%1.03%

5 years, per year[…]+11.8%

3 years, per year[…]+21.5%

Worst drop · 1Y−10.9%−8.9%

Volatility · 1Y14.7%13.7%

#
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%	$183.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	ADXIV	Dimensional - International Vector Equity ETFRead Desk	0.53%	2.42%	−0.6%	+13.1%	+20.3%	new	new	−10.9%	$241M

#
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%	$183.2B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
3	ADXIV	Dimensional - International Vector Equity ETFRead Desk	0.53%	2.42%	−0.6%	+13.1%	+20.3%	new	new	−10.9%	$241M

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