LDDR vs SPY

ALDDR

BSPY

Measures won3–1LDDR wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · SPY $17,481

Lowest cost0.03%VOO · $3 on $10k

Most income13.47%LDDR · $1,347 on $10k

Smallest drop−5.3%LDDR · worst fall in 1Y

Held in common[…]LDDR and SPY

Stone Ridge Trust - LifeX 2035 Income Bucket ETF · $38MState Street SPDR S&P 500 ETF · $793B

[…]3 years · per year[…] · $18,083+21.8%

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

0.25%Expense ratio$25 · $9 on $10k · lower wins0.09%

13.47%12-mo yield$1,347 · $100 on $10k1.00%

Cards for this view

LDDR

Stone Ridge Trust - LifeX 2035 Income Bucket

[…]

SPY

SPDR S&P 500

$17,481

MeasureLDDRSPY

Fee0.25%0.09%

Cost on $10k a year$25$9

Yield13.47%1.00%

5 years, per year[…]+11.8%

3 years, per year[…]+21.8%

Worst drop · 1Y−5.3%−8.9%

Volatility · 1Y4.2%

#
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%	$793.2B
3	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk	0.25%	13.47%	−0.1%	−0.9%	−0.5%	new	new	−5.3%	$38M

#
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%	$793.2B
3	ALDDR	Stone Ridge Trust - LifeX 2035 Income Bucket ETFRead Desk	0.25%	13.47%	−0.1%	−0.9%	−0.5%	new	new	−5.3%	$38M

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