MSTI vs SPY

AMSTI

BSPY

Measures won3–2MSTI wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income5.42%MSTI · $542 on $10k

Smallest drop−1.7%MSTI · worst fall in 1Y

Held in common0.0%MSTI and SPY

Madison Short Term Strategic Income ETF · $46MState Street SPDR S&P 500 ETF · $793B

+5.1%3 years · per year$11,621 · $17,968+21.6%

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

0.36%Expense ratio$36 · $9 on $10k · lower wins0.09%

5.42%12-mo yield$542 · $100 on $10k

Cards for this view

MSTI

Madison Short Term Strategic Income

[…]

SPY

SPDR S&P 500

$17,337

MeasureMSTISPY

Fee0.36%0.09%

Cost on $10k a year$36$9

Yield5.42%1.00%

5 years, per year[…]+11.6%

3 years, per year+5.1%+21.6%

Worst drop · 1Y−1.7%−8.9%

Volatility · 1Y2.3%

#
1	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
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	AMSTI	Madison Short Term Strategic Income ETFRead Desk	0.36%	5.42%	−0.3%	+0.6%	+1.4%	+5.1%	new	−1.7%	$46M

#
1	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
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	AMSTI	Madison Short Term Strategic Income ETFRead Desk	0.36%	5.42%	−0.3%	+0.6%	+1.4%	+5.1%	new	−1.7%	$46M

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