SPY vs DFIP

ASPY

BDFIP

Measures won2–3DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · SPY $17,337

Lowest cost0.09%SPY · $9 on $10k

Most income5.39%DFIP · $539 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]SPY and DFIP

State Street SPDR S&P 500 ETF · $793BDimensional - Inflation-Protected Securities ETF · $1.1B

+21.6%3 years · per year$17,968 · $11,170+3.8%

+11.6%5 years · per year$17,337 · […][…]

0.09%Expense ratio$9 · $11 on $10k · lower wins0.11%

1.00%12-mo yield$100 · $539 on $10k

Cards for this view

SPY

SPDR S&P 500

$17,337

DFIP

Dimensional - Inflation-Protected Securities

[…]

MeasureSPYDFIP

Fee0.09%0.11%

Cost on $10k a year$9$11

Yield1.00%5.39%

5 years, per year+11.6%[…]

3 years, per year+21.6%+3.8%

Worst drop · 1Y−8.9%−4.3%

Volatility · 1Y13.7%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	ASPY	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
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.5%	−1.5%	−2.2%	+3.8%	new	−4.3%	$1.1B

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	ASPY	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
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.5%	−1.5%	−2.2%	+3.8%	new	−4.3%	$1.1B

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