XTRE vs SPYM

AXTRE

BSPYM

Measures won3–2XTRE wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · IVV $17,398

Lowest cost0.02%SPYM · $2 on $10k

Most income4.14%XTRE · $414 on $10k

Smallest drop−2.3%XTRE · worst fall in 1Y

Held in common0.0%XTRE and SPYM

BondBloxx Bloomberg Three Year Target Duration US Treasury ETF · $160MState Street SPDR Portfolio S&P 500 ETF · $186B

+3.8%3 years · per year$11,175 · $18,024+21.7%

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

0.05%Expense ratio$5 · $2 on $10k · lower wins0.02%

4.14%12-mo yield$414 · $102 on $10k

Cards for this view

XTRE

BondBloxx Bloomberg Three Year Target Duration US Treasury

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureXTRESPYM

Fee0.05%0.02%

Cost on $10k a year$5$2

Yield4.14%1.02%

5 years, per year[…]+11.7%

3 years, per year+3.8%+21.7%

Worst drop · 1Y−2.3%−8.9%

Volatility · 1Y2.3%

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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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
3	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk	0.05%	4.14%	−0.3%	−0.4%	+0.1%	+3.8%	new	−2.3%	$160M

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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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
3	AXTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETFRead Desk	0.05%	4.14%	−0.3%	−0.4%	+0.1%	+3.8%	new	−2.3%	$160M

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