SPY 5 & 10 yr annualized returns 9.95% | 15%
OEF 5 & 10 yr annualized returns 11.62% | 16.93%
SPY ER 0.03%
OEF ER 0.20%
Other than being more diversified, there are no more benefits on owning SPY if you have full faith in the S&P and want maximum returns over the long term. OEF will always be more volatile and hence net more positive returns over time
A 100K investment with no further reinvestment for 10 years would net $403,501Vs $469,704 over 10 years after ER accounted for.
$66K difference favoring OEF
Submitted July 25, 2024 at 01:35AM by DrummerFantasti https://ift.tt/TbmLkGH
