RJDI vs SPY

ARJDI

BSPY

Measures won3–1RJDI wins · of 6 · 5Y

$10,000 · 5Y$17,416VOO · SPY $17,358

Lowest cost0.03%VOO · $3 on $10k

Most income1.08%VOO · $108 on $10k

Smallest drop−7.1%RJDI · worst fall in 1Y

Held in common20.1%RJDI and SPY

RJ Eagle GCM Dividend Select Income ETF · $152MState Street SPDR S&P 500 ETF · $778B

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

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

0.63%Expense ratio$63 · $9 on $10k · lower wins0.09%

1.02%12-mo yield$102 · $101 on $10k1.01%

Cards for this view

RJDI

RJ Eagle GCM Dividend Select Income

[…]

SPY

SPDR S&P 500

$17,358

MeasureRJDISPY

Fee0.63%0.09%

Cost on $10k a year$63$9

Yield1.02%1.01%

5 years, per year[…]+11.7%

3 years, per year[…]+21.4%

Worst drop · 1Y−7.1%−8.9%

Volatility · 1Y12.0%13.8%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
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%	$777.9B
3	ARJDI	RJ Eagle GCM Dividend Select Income ETFRead Desk	0.63%	1.02%	0.0%	+17.8%	+21.2%	new	new	−7.1%	$152M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.08%	−0.3%	+10.9%	+13.1%	+21.5%	+11.7%	−8.9%	$1.00T
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%	$777.9B
3	ARJDI	RJ Eagle GCM Dividend Select Income ETFRead Desk	0.63%	1.02%	0.0%	+17.8%	+21.2%	new	new	−7.1%	$152M

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