PRIV vs SPY

APRIV

BSPY

Measures won3–1PRIV wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · SGOV $12,092

Lowest cost0.09%SPY · $9 on $10k

Most income4.70%PRIV · $470 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]PRIV and SPY

State Street IG Public & Private Credit ETF · $810MState Street SPDR S&P 500 ETF · $778B

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

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

0.55%Expense ratio$55 · $9 on $10k · lower wins0.09%

4.70%12-mo yield$470 · $101 on $10k1.01%

Cards for this view

PRIV

IG Public & Private Credit

[…]

SPY

SPDR S&P 500

$17,358

MeasurePRIVSPY

Fee0.55%0.09%

Cost on $10k a year$55$9

Yield4.70%1.01%

5 years, per year[…]+11.7%

3 years, per year[…]+21.4%

Worst drop · 1Y−4.4%−8.9%

Volatility · 1Y4.0%13.8%

#
1	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%	$777.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	APRIV	State Street IG Public & Private Credit ETFRead Desk	0.55%	4.70%	−0.7%	−0.7%	−0.2%	new	new	−4.4%	$810M

#
1	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%	$777.9B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.4B
3	APRIV	State Street IG Public & Private Credit ETFRead Desk	0.55%	4.70%	−0.7%	−0.7%	−0.2%	new	new	−4.4%	$810M

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