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ASWP

BVOO

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,533VOO · IVV $17,530

Lowest cost0.03%VOO · $3 on $10k

Most income9.50%SWP · $950 on $10k

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

Held in common31.9%SWP and VOO

Manager Directed Portfolios - SWP Growth & Income ETF · $145MVanguard S&P 500 ETF · $1.00T

[…]3 years · per year[…] · $18,126+21.9%

[…]5 years · per year[…] · $17,533+11.9%

0.99%Expense ratio$99 · $3 on $10k · lower wins0.03%

9.50%12-mo yield$950 · $106 on $10k1.06%

Cards for this view

SWP

Manager Directed Portfolios - SWP Growth & Income

[…]

VOO

Vanguard S&P 500

$17,533

MeasureSWPVOO

Fee0.99%0.03%

Cost on $10k a year$99$3

Yield9.50%1.06%

5 years, per year[…]+11.9%

3 years, per year[…]+21.9%

Worst drop · 1Y−10.0%−8.9%

Volatility · 1Y13.1%

#
1	BVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
4	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.50%	+0.9%	+6.2%	+6.9%	new	new	−10.0%	$145M

#
1	BVOO	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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
3	SCHD	Schwab U.S. Dividend Equity ETFRead Desk	0.06%	2.93%	+0.5%	+34.6%	+39.3%	+19.9%	+10.4%	−6.9%	$122.7B
4	ASWP	Manager Directed Portfolios - SWP Growth & Income ETFRead Desk	0.99%	9.50%	+0.9%	+6.2%	+6.9%	new	new	−10.0%	$145M