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ASWP

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,269VOO · SPY $17,214

Lowest cost0.03%VOO · $3 on $10k

Most income9.54%SWP · $954 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common31.9%SWP and SPY

Manager Directed Portfolios - SWP Growth & Income ETF · $147MState Street SPDR S&P 500 ETF · $806B

[…]3 years · per year[…] · $17,889+21.4%

[…]5 years · per year[…] · $17,214+11.5%

0.99%Expense ratio$99 · $9 on $10k · lower wins0.09%

9.54%12-mo yield$954 · $101 on $10k1.01%

Cards for this view

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

SPY

SPDR S&P 500

$17,214

MeasureSWPSPY

Fee0.99%0.09%

Cost on $10k a year$99$9

Yield9.54%1.01%

5 years, per year[…]+11.5%

3 years, per year[…]+21.4%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y13.2%

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$805.7B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
4	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.54%	−0.1%	+5.7%	+5.8%	new	new	−10.0%	$147M

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$805.7B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.92%	+0.5%	+34.9%	+37.5%	+20.2%	+10.4%	−6.9%	$123.6B
4	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.54%	−0.1%	+5.7%	+5.8%	new	new	−10.0%	$147M