HOLD vs SPYM

AHOLD

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · IVV $17,398

Lowest cost0.02%SPYM · $2 on $10k

Most income7.09%HOLD · $709 on $10k

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

Held in common0.0%HOLD and SPYM

Harbor Alpha Layering ETF (HOLD) · $5MState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $18,024+21.7%

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

0.70%Expense ratio$70 · $2 on $10k · lower wins0.02%

7.09%12-mo yield$709 · $102 on $10k1.02%

Cards for this view

HOLD

Harbor Alpha Layering ETF (HOLD)

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureHOLDSPYM

Fee0.70%0.02%

Cost on $10k a year$70$2

Yield7.09%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−13.5%−8.9%

Volatility · 1Y16.1%13.7%

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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%	$183.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
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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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%	$183.5B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
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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