WSML vs SPYM

AWSML

BSPYM

Measures won1–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · VTI $16,543

Lowest cost0.02%SPYM · $2 on $10k

Most income2.85%WSML · $285 on $10k

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

Held in common1.2%WSML and SPYM

iShares MSCI World Small-Cap ETF · $669MState Street SPDR Portfolio S&P 500 ETF · $186B

[…]3 years · per year[…] · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.30%Expense ratio$30 · $2 on $10k · lower wins0.02%

2.85%12-mo yield$285 · $102 on $10k1.02%

Cards for this view

WSML

iShares MSCI World Small-Cap

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureWSMLSPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield2.85%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−10.7%−8.9%

Volatility · 1Y16.5%13.7%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AWSML	iShares MSCI World Small-Cap ETFRead Desk	0.30%	2.85%	−1.2%	+13.2%	+15.8%	new	new	−10.7%	$669M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
3	AWSML	iShares MSCI World Small-Cap ETFRead Desk	0.30%	2.85%	−1.2%	+13.2%	+15.8%	new	new	−10.7%	$669M

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