LCDS vs SPYM

ALCDS

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · IVV $17,398

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%IVV · $110 on $10k

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

Held in common57.5%LCDS and SPYM

JPMorgan Fundamental Data Science Large Core ETF · $16MState Street SPDR Portfolio S&P 500 ETF · $183B

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

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

0.30%Expense ratio$30 · $2 on $10k · lower wins0.02%

0.86%12-mo yield$86 · $102 on $10k1.02%

Cards for this view

LCDS

JPMorgan Fundamental Data Science Large Core

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureLCDSSPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield0.86%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.2%

#
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	ALCDS	JPMorgan Fundamental Data Science Large Core ETFRead Desk	0.30%	0.86%	−0.3%	+12.4%	+12.9%	new	new	−9.1%	$16M

#
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	ALCDS	JPMorgan Fundamental Data Science Large Core ETFRead Desk	0.30%	0.86%	−0.3%	+12.4%	+12.9%	new	new	−9.1%	$16M

Loading…