SPY vs DVAL

ASPY

BDVAL

Measures won2–3DVAL wins · of 6 · 5Y

$10,000 · 5Y$17,533VOO · SPY $17,481

Lowest cost0.03%VOO · $3 on $10k

Most income5.15%DVAL · $515 on $10k

Smallest drop−6.2%DVAL · worst fall in 1Y

Held in common[…]SPY and DVAL

State Street SPDR S&P 500 ETF · $792BBrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M

+21.8%3 years · per year$18,083 · $15,457+15.6%

+11.8%5 years · per year$17,481 · […][…]

0.09%Expense ratio$9 · $49 on $10k · lower wins0.49%

1.00%12-mo yield$100 · $515 on $10k

Cards for this view

SPY

SPDR S&P 500

$17,481

DVAL

BrandywineGLOBAL-Dynamic US Large Cap Value

[…]

MeasureSPYDVAL

Fee0.09%0.49%

Cost on $10k a year$9$49

Yield1.00%5.15%

5 years, per year+11.8%[…]

3 years, per year+21.8%+15.6%

Worst drop · 1Y−8.9%−6.2%

Volatility · 1Y13.7%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.06%	+1.3%	+12.3%	+12.8%	+21.9%	+11.9%	−8.9%	$1.00T
2	ASPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	+1.3%	+12.3%	+12.7%	+21.8%	+11.8%	−8.9%	$791.9B
3	BDVAL	BrandywineGLOBAL-Dynamic US Large Cap Value ETFRead Desk	0.49%	5.15%	0.0%	+13.0%	+15.8%	+15.6%	new	−6.2%	$60M

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