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ASASS

BVUG

Measures won0–2VUG wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.00%SPY · $100 on $10k

Smallest drop−8.9%SPY · worst fall in 1Y

Held in common5.6%SASS and VUG

M.D. Sass Concentrated Value ETF · $80MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,215+22.1%

[…]5 years · per year[…] · $16,326+10.3%

0.75%Expense ratio$75 · $3 on $10k · lower wins0.03%

0.00%12-mo yield$0 · $41 on $10k0.41%

Cards for this view

SASS

M.D. Sass Concentrated Value

[…]

VUG

Vanguard Morningstar Growth

$16,326

MeasureSASSVUG

Fee0.75%0.03%

Cost on $10k a year$75$3

Yield0.00%0.41%

5 years, per year[…]+10.3%

3 years, per year[…]+22.1%

Worst drop · 1Y[…]−15.1%

Volatility · 1Y[…]19.1%

#
1	SPY	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ASASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	−1.1%	new	new	new	new	[…]	$80M

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1	SPY	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
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	ASASS	M.D. Sass Concentrated Value ETFRead Desk	0.75%	0.00%	−1.1%	new	new	new	new	[…]	$80M