PSDM vs SPY

APSDM

BSPY

Measures won3–2PSDM wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · VTI $16,678

Lowest cost0.03%VTI · $3 on $10k

Most income4.46%PSDM · $446 on $10k

Smallest drop−1.2%PSDM · worst fall in 1Y

Held in common0.0%PSDM and SPY

PGIM Short Duration Multi-Secto · $277MState Street SPDR S&P 500 ETF · $793B

+5.3%3 years · per year$11,667 · $18,083+21.8%

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

0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%

4.46%12-mo yield$446 · $100 on $10k

Cards for this view

PSDM

PGIM Short Duration Multi-Secto

[…]

SPY

SPDR S&P 500

$17,481

MeasurePSDMSPY

Fee0.40%0.09%

Cost on $10k a year$40$9

Yield4.46%1.00%

5 years, per year[…]+11.8%

3 years, per year+5.3%+21.8%

Worst drop · 1Y−1.2%−8.9%

Volatility · 1Y1.8%

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1	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.46%	0.0%	+1.2%	+2.0%	+5.3%	new	−1.2%	$277M

#
1	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	APSDM	PGIM Short Duration Multi-SectoRead Desk	0.40%	4.46%	0.0%	+1.2%	+2.0%	+5.3%	new	−1.2%	$277M

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