VTEC vs SPYM

AVTEC

BSPYM

Measures won3–1VTEC wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · MUB $10,381

Lowest cost0.02%SPYM · $2 on $10k

Most income3.28%MUB · $328 on $10k

Smallest drop−6.3%MUB · worst fall in 1Y

Held in common[…]VTEC and SPYM

Vanguard California Tax-Exempt Bond ETF · $3.6BState Street SPDR Portfolio S&P 500 ETF · $183B

[…]3 years · per year[…] · $17,936+21.5%

[…]5 years · per year[…] · $17,429+11.8%

0.06%Expense ratio$6 · $2 on $10k · lower wins0.02%

3.19%12-mo yield$319 · $103 on $10k1.03%

Cards for this view

VTEC

Vanguard California Tax-Exempt Bond

[…]

SPYM

SPDR Portfolio S&P 500

$17,429

MeasureVTECSPYM

Fee0.06%0.02%

Cost on $10k a year$6$2

Yield3.19%1.03%

5 years, per year[…]+11.8%

3 years, per year[…]+21.5%

Worst drop · 1Y−6.4%−8.9%

Volatility · 1Y3.4%

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	−0.4%	+0.3%	+0.7%	+3.8%	+0.8%	−6.3%	$54.9B
3	AVTEC	Vanguard California Tax-Exempt Bond ETFRead Desk	0.06%	3.19%	−0.3%	0.0%	+0.6%	new	new	−6.4%	$3.6B

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$183.2B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	−0.4%	+0.3%	+0.7%	+3.8%	+0.8%	−6.3%	$54.9B
3	AVTEC	Vanguard California Tax-Exempt Bond ETFRead Desk	0.06%	3.19%	−0.3%	0.0%	+0.6%	new	new	−6.4%	$3.6B

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