SPY vs VGVT

ASPY

BVGVT

Measures won1–3VGVT wins · of 6 · 5Y

$10,000 · 5Y$17,358SPY · BND $9,898

Lowest cost0.03%BND · $3 on $10k

Most income4.64%VGVT · $464 on $10k

Smallest drop−4.5%VGVT · worst fall in 1Y

Held in common[…]SPY and VGVT

State Street SPDR S&P 500 ETF · $792BVanguard Government Securities Active ETF · $38M

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

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

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

1.01%12-mo yield$101 · $464 on $10k4.64%

Cards for this view

SPY

SPDR S&P 500

$17,358

VGVT

Vanguard Government Securities Active

[…]

MeasureSPYVGVT

Fee0.09%0.10%

Cost on $10k a year$9$10

Yield1.01%4.64%

5 years, per year+11.7%[…]

3 years, per year+21.4%[…]

Worst drop · 1Y−8.9%−4.5%

Volatility · 1Y13.8%3.4%

#
1	ASPY	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
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
3	BVGVT	Vanguard Government Securities Active ETFRead Desk	0.10%	4.64%	−0.6%	−0.7%	−0.3%	new	new	−4.5%	$38M

#
1	ASPY	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
2	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	−0.7%	−0.7%	−0.4%	+4.6%	−0.2%	−4.5%	$161.4B
3	BVGVT	Vanguard Government Securities Active ETFRead Desk	0.10%	4.64%	−0.6%	−0.7%	−0.3%	new	new	−4.5%	$38M

Loading…