STXD vs SPYM

ASTXD

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · IVV $17,398

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%IVV · $110 on $10k

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

Held in common26.7%STXD and SPYM

Strive 1000 Dividend Growth ETF · $71MState Street SPDR Portfolio S&P 500 ETF · $186B

+17.0%3 years · per year$16,033 · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.35%Expense ratio$35 · $2 on $10k · lower wins0.02%

1.04%12-mo yield$104 · $102 on $10k

Cards for this view

STXD

Strive 1000 Dividend Growth

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureSTXDSPYM

Fee0.35%0.02%

Cost on $10k a year$35$2

Yield1.04%1.02%

5 years, per year[…]+11.7%

3 years, per year+17.0%+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.2%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
3	ASTXD	Strive 1000 Dividend Growth ETFRead Desk	0.35%	1.04%	−0.3%	+12.4%	+13.2%	+17.0%	new	−9.1%	$71M

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
3	ASTXD	Strive 1000 Dividend Growth ETFRead Desk	0.35%	1.04%	−0.3%	+12.4%	+13.2%	+17.0%	new	−9.1%	$71M

Loading…