SPY vs DUSB

ASPY

BDUSB

Measures won2–3DUSB wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · SPY $17,337

Lowest cost0.09%SPY · $9 on $10k

Most income3.92%DUSB · $392 on $10k

Smallest drop−0.2%DUSB · worst fall in 1Y

Held in common[…]SPY and DUSB

State Street SPDR S&P 500 ETF · $793BDimensional Ultrashort Fixed Income ETF · $2.8B

+21.6%3 years · per year$17,968 · $11,492+4.7%

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

0.09%Expense ratio$9 · $15 on $10k · lower wins0.15%

1.00%12-mo yield$100 · $392 on $10k3.92%

Cards for this view

SPY

SPDR S&P 500

$17,337

DUSB

Dimensional Ultrashort Fixed Income

[…]

MeasureSPYDUSB

Fee0.09%0.15%

Cost on $10k a year$9$15

Yield1.00%3.92%

5 years, per year+11.6%[…]

3 years, per year+21.6%+4.7%

Worst drop · 1Y−8.9%−0.2%

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	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	−0.1%	+2.9%	+3.5%	+4.7%	new	−0.2%	$2.8B

#
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	BDUSB	Dimensional Ultrashort Fixed Income ETFRead Desk	0.15%	3.92%	−0.1%	+2.9%	+3.5%	+4.7%	new	−0.2%	$2.8B

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