FTIF vs SPYM

AFTIF

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VOO $17,393

Lowest cost0.02%SPYM · $2 on $10k

Most income1.24%FTIF · $124 on $10k

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

Held in common5.0%FTIF and SPYM

First Trust Bloomberg Inflation Sensitive Equity ETF · $6MState Street SPDR Portfolio S&P 500 ETF · $186B

+14.9%3 years · per year$15,150 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.60%Expense ratio$60 · $2 on $10k · lower wins0.02%

1.24%12-mo yield$124 · $102 on $10k

Cards for this view

FTIF

First Trust Bloomberg Inflation Sensitive Equity

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureFTIFSPYM

Fee0.60%0.02%

Cost on $10k a year$60$2

Yield1.24%1.02%

5 years, per year[…]+11.7%

3 years, per year+14.9%+21.7%

Worst drop · 1Y−7.8%−8.9%

Volatility · 1Y14.8%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	AFTIF	First Trust Bloomberg Inflation Sensitive Equity ETFRead Desk	0.60%	1.24%	+0.1%	+29.9%	+30.9%	+14.9%	new	−7.8%	$6M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.3%	+11.9%	+12.1%	+21.7%	+11.7%	−8.9%	$1.00T
3	AFTIF	First Trust Bloomberg Inflation Sensitive Equity ETFRead Desk	0.60%	1.24%	+0.1%	+29.9%	+30.9%	+14.9%	new	−7.8%	$6M

Loading…