FCUS vs SPYM

AFCUS

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income4.16%FCUS · $416 on $10k

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

Held in common3.7%FCUS and SPYM

Pinnacle Focused Opportunities ETF · $74MState Street SPDR Portfolio S&P 500 ETF · $179B

+20.5%3 years · per year$17,487 · $17,936+21.5%

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

0.81%Expense ratio$81 · $2 on $10k · lower wins0.02%

4.16%12-mo yield$416 · $103 on $10k

Cards for this view

FCUS

Pinnacle Focused Opportunities

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureFCUSSPYM

Fee0.81%0.02%

Cost on $10k a year$81$2

Yield4.16%1.03%

5 years, per year[…]+11.8%

3 years, per year+20.5%+21.5%

Worst drop · 1Y−32.0%−8.9%

Volatility · 1Y43.4%

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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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AFCUS	Pinnacle Focused Opportunities ETFRead Desk	0.81%	4.16%	−1.2%	+4.2%	+0.6%	+20.5%	new	−32.0%	$74M

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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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
3	AFCUS	Pinnacle Focused Opportunities ETFRead Desk	0.81%	4.16%	−1.2%	+4.2%	+0.6%	+20.5%	new	−32.0%	$74M

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