SPY vs DFSD

ASPY

BDFSD

Measures won2–3DFSD wins · of 6 · 5Y

$10,000 · 5Y$17,398IVV · SPY $17,337

Lowest cost0.03%IVV · $3 on $10k

Most income4.53%DFSD · $453 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]SPY and DFSD

State Street SPDR S&P 500 ETF · $793BDimensional - Short Duration Fixed Income ETF · $7.4B

+21.6%3 years · per year$17,968 · $11,466+4.7%

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

0.09%Expense ratio$9 · $17 on $10k · lower wins0.17%

1.00%12-mo yield$100 · $453 on $10k

Cards for this view

SPY

SPDR S&P 500

$17,337

DFSD

Dimensional - Short Duration Fixed Income

[…]

MeasureSPYDFSD

Fee0.09%0.17%

Cost on $10k a year$9$17

Yield1.00%4.53%

5 years, per year+11.6%[…]

3 years, per year+21.6%+4.7%

Worst drop · 1Y−8.9%−1.7%

Volatility · 1Y13.7%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
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	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
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	BDFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

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