SPY vs FDLS

ASPY

BFDLS

Measures won5–0SPY wins · of 6 · 5Y

$10,000 · 5Y$17,481SPY · VTI $16,678

Lowest cost0.03%VTI · $3 on $10k

Most income1.05%VTI · $106 on $10k

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

Held in common2.0%SPY and FDLS

State Street SPDR S&P 500 ETF · $793BInspire Fidelis Multi Factor ETF · $251M

+21.8%3 years · per year$18,083 · $17,256+19.9%

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

0.09%Expense ratio$9 · $66 on $10k · lower wins0.66%

1.00%12-mo yield$100 · $86 on $10k

Cards for this view

SPY

SPDR S&P 500

$17,481

FDLS

Inspire Fidelis Multi Factor

[…]

MeasureSPYFDLS

Fee0.09%0.66%

Cost on $10k a year$9$66

Yield1.00%0.86%

5 years, per year+11.8%[…]

3 years, per year+21.8%+19.9%

Worst drop · 1Y−8.9%−10.8%

Volatility · 1Y13.7%

#
1	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%	$793.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+1.4%	+15.6%	+17.9%	+19.9%	new	−10.8%	$251M

#
1	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%	$793.2B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.05%	+1.3%	+12.6%	+13.0%	+21.7%	+10.8%	−8.9%	$689.2B
3	BFDLS	Inspire Fidelis Multi Factor ETFRead Desk	0.66%	0.86%	+1.4%	+15.6%	+17.9%	+19.9%	new	−10.8%	$251M

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