EMDM vs SPY

AEMDM

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income3.05%EMDM · $305 on $10k

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

Held in common0.0%EMDM and SPY

First Trust Bloomberg Emerging Market Democracies ETF · $37MState Street SPDR S&P 500 ETF · $806B

+27.5%3 years · per year$20,734 · $17,968+21.6%

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

0.75%Expense ratio$75 · $9 on $10k · lower wins0.09%

3.05%12-mo yield$305 · $100 on $10k

Cards for this view

EMDM

First Trust Bloomberg Emerging Market Democracies

[…]

SPY

SPDR S&P 500

$17,337

MeasureEMDMSPY

Fee0.75%0.09%

Cost on $10k a year$75$9

Yield3.05%1.00%

5 years, per year[…]+11.6%

3 years, per year+27.5%+21.6%

Worst drop · 1Y−17.5%−8.9%

Volatility · 1Y29.6%

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1	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%	$805.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk	0.75%	3.05%	−1.8%	+22.7%	+27.6%	+27.5%	new	−17.5%	$37M

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1	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%	$805.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AEMDM	First Trust Bloomberg Emerging Market Democracies ETFRead Desk	0.75%	3.05%	−1.8%	+22.7%	+27.6%	+27.5%	new	−17.5%	$37M

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