HOLD vs SPY

AHOLD

BSPY

Measures won1–3SPY wins · of 6 · 5Y

$10,000 · 5Y$17,393VOO · SPY $17,337

Lowest cost0.03%VOO · $3 on $10k

Most income7.09%HOLD · $709 on $10k

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

Held in common0.0%HOLD and SPY

Harbor Alpha Layering ETF (HOLD) · $5MState Street SPDR S&P 500 ETF · $793B

[…]3 years · per year[…] · $17,968+21.6%

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

0.70%Expense ratio$70 · $9 on $10k · lower wins0.09%

7.09%12-mo yield$709 · $100 on $10k1.00%

Cards for this view

HOLD

Harbor Alpha Layering ETF (HOLD)

[…]

SPY

SPDR S&P 500

$17,337

MeasureHOLDSPY

Fee0.70%0.09%

Cost on $10k a year$70$9

Yield7.09%1.00%

5 years, per year[…]+11.6%

3 years, per year[…]+21.6%

Worst drop · 1Y−13.5%−8.9%

Volatility · 1Y16.1%13.7%

#
1	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
2	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%	$793.2B
3	AHOLD	Harbor Alpha Layering ETF (HOLD)Read Desk	0.70%	7.09%	+1.6%	+3.3%	+2.2%	new	new	−13.5%	$5M

#
1	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
2	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%	$793.2B
3	AHOLD	Harbor Alpha Layering ETF (HOLD)Read Desk	0.70%	7.09%	+1.6%	+3.3%	+2.2%	new	new	−13.5%	$5M

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