TRIO vs SPY

ATRIO

BSPY

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SPY $17,358

Lowest cost0.03%IVV · $3 on $10k

Most income8.40%TRIO · $840 on $10k

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

Held in common[…]TRIO and SPY

EA Series Trust - MC Trio Equity Buffered ETF · $124MState Street SPDR S&P 500 ETF · $792B

[…]3 years · per year[…] · $17,888+21.4%

[…]5 years · per year[…] · $17,358+11.7%

0.70%Expense ratio$70 · $9 on $10k · lower wins0.09%

8.40%12-mo yield$840 · $101 on $10k1.01%

Cards for this view

TRIO

EA Series Trust - MC Trio Equity Buffered

[…]

SPY

SPDR S&P 500

$17,358

MeasureTRIOSPY

Fee0.70%0.09%

Cost on $10k a year$70$9

Yield8.40%1.01%

5 years, per year[…]+11.7%

3 years, per year[…]+21.4%

Worst drop · 1Y−11.1%−8.9%

Volatility · 1Y11.2%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	ATRIO	EA Series Trust - MC Trio Equity Buffered ETFRead Desk	0.70%	8.40%	−0.3%	+7.2%	+0.3%	new	new	−11.1%	$124M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+10.8%	+13.0%	+21.4%	+11.7%	−8.9%	$791.9B
3	ATRIO	EA Series Trust - MC Trio Equity Buffered ETFRead Desk	0.70%	8.40%	−0.3%	+7.2%	+0.3%	new	new	−11.1%	$124M

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