PCFI vs SPY

APCFI

BSPY

Measures won3–1PCFI wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SPY $17,358

Lowest cost0.03%IVV · $3 on $10k

Most income9.63%PCFI · $963 on $10k

Smallest drop−2.8%PCFI · worst fall in 1Y

Held in common[…]PCFI and SPY

Polen Floating Rate Income ETF · $14MState Street SPDR S&P 500 ETF · $792B

[…]3 years · per year[…] · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

0.59%Expense ratio$59 · $9 on $10k · lower wins0.09%

9.63%12-mo yield$963 · $101 on $10k1.01%

Cards for this view

PCFI

Polen Floating Rate Income

[…]

SPY

SPDR S&P 500

$17,358

MeasurePCFISPY

Fee0.59%0.09%

Cost on $10k a year$59$9

Yield9.63%1.01%

5 years, per year[…]+11.7%

3 years, per year[…]+21.4%

Worst drop · 1Y−2.8%−8.9%

Volatility · 1Y5.5%13.8%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	APCFI	Polen Floating Rate Income ETFRead Desk	0.59%	9.63%	+0.6%	+2.8%	+2.6%	new	new	−2.8%	$14M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	APCFI	Polen Floating Rate Income ETFRead Desk	0.59%	9.63%	+0.6%	+2.8%	+2.6%	new	new	−2.8%	$14M

Loading…