FTIF vs SPY

AFTIF

BSPY

Measures won2–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · SPY $17,481

Lowest cost0.03%VOO · $3 on $10k

Most income1.25%FTIF · $125 on $10k

Smallest drop−7.8%FTIF · worst fall in 1Y

Held in common5.0%FTIF and SPY

First Trust Bloomberg Inflation Sensitive Equity ETF · $6MState Street SPDR S&P 500 ETF · $792B

+13.6%3 years · per year$14,663 · $18,083+21.8%

[…]5 years · per year[…] · $17,481+11.8%

0.60%Expense ratio$60 · $9 on $10k · lower wins0.09%

1.25%12-mo yield$125 · $100 on $10k

Cards for this view

FTIF

First Trust Bloomberg Inflation Sensitive Equity

[…]

SPY

SPDR S&P 500

$17,481

MeasureFTIFSPY

Fee0.60%0.09%

Cost on $10k a year$60$9

Yield1.25%1.00%

5 years, per year[…]+11.8%

3 years, per year+13.6%+21.8%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y14.8%

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1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AFTIF	First Trust Bloomberg Inflation Sensitive Equity ETFRead Desk	0.60%	1.25%	0.0%	+28.4%	+29.7%	+13.6%	new	−7.8%	$6M

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1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	AFTIF	First Trust Bloomberg Inflation Sensitive Equity ETFRead Desk	0.60%	1.25%	0.0%	+28.4%	+29.7%	+13.6%	new	−7.8%	$6M

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