SPDR S&P 500 (SPY)

420 1.30%
May 28 close; Powered by Koyfin
Pros
3-year return above the benchmark
5-year return above the benchmark
10-year return above the benchmark
15-year return above the benchmark
Low expense ratio
Cons
Low net assets

Pros

  1. SPY 3-year return is 14.17%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  2. SPY 5-year return is 10.98%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  3. SPY 10-year return is 11.7%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  4. SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  5. SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.

Cons

  1. SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.