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The shelf

The shelf

Every fund this project has priced or measured, and nothing else. Most of them were read in order to rule them out. 7 are in the portfolio; the other 59 are here because somebody had to price them before they could be ruled out.

What a fund costs is its fee less what it earns lending

Funds lend the shares they hold to other investors and keep part of the payment. That income comes back to you inside the fund, so the fee on the label overstates what you hand over. The Cost column is the fee less that income, and it does not order the funds the way the fee does. Almost nobody publishes the second number.

SPY is the clearest case. It costs 0.0945% a year to own, about five times any other fund tracking the same index, because a 1993 trust of its kind cannot lend at all. On $100,000 that is about $95 a year against about $29 for VOO, which holds the same 500 companies.

The same thing happens on an identical sticker price. BND and SPAB both charge 3.00 basis points. BND lends nothing at all, so it costs 3.00; SPAB lends, so it costs 2.09. Same fee, and the dearest broad bond fund audited here.

A spread is paid once. A fee is paid every year.

The spread is the gap between the price you buy at and the price you could sell at, and you pay it on the way in. Over a long hold the yearly fee wins: SPY has the tightest spread on this shelf and still costs the most to own. Shorten the hold and it turns around.

CTAP's spread is 0.33% percent of price of the price against RSST's 0.09% percent of price. Hold either for a year and that gap costs about 24 basis points a year, on a group of three funds whose all-in charges (the fee, plus what the funds inside them charge) differ by only 18. Count the entry cost and CTAP is the dearest of the three rather than the cheapest. The two columns never add up, because one is paid once and the other every year. Which of them decides is a question about how long you hold.

Some fees have an end date

DFEV's 43.00 basis points holds only while a waiver runs, through 2027-02-28. FFUT's 80.00 is a cap its board can let lapse after 2027-05-31. CTAP charges less than the 28.00 shown until its own waiver ends on 2026-12-04, and the full figure afterwards. If you still hold any of the three past those dates, read the fee again.

There is no beat-the-market column

That is deliberate. The smallest gap a test like this can usually see is about 5.01 percentage points a year, against roughly 1.25 of real difference between funds. So the test mostly reports noise, and a column of it would read as a finding.

How much of a thing each fund delivers is missing for a plainer reason. Each of those figures was fitted on the months that fund had filed, and the runs of months do not match. VTV carries 72 of them and DFLV 36. On the 36 they share, VTV's cheap-stock exposure rises from +0.337 to +0.520, which takes the published order of the US value funds apart. Two such figures side by side would compare answers to two different questions.

US core

US core: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
VTI Vanguard Morningstar Total Stock Market ETF 3.00 1.16 0.55 Not scored
VOO Vanguard S&P 500 ETF 3.00 2.94 Not scored
ITOT iShares Core S&P Total US Stock Market ETF 3.00 1.04 Not scored
SPY SPDR S&P 500 ETF Trust 9.45 9.45 0.00 Not scored

US value

US value: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
VTV Vanguard Value ETF 3.00 2.70 Rejected
AVUV Avantis U.S. Small Cap Value ETF 25.00 24.54 Exploratory
DFUV Dimensional US Marketwide Value ETF 21.00 Exploratory
DFLV Dimensional US Large Cap Value ETF 21.00 Exploratory
DFSV Dimensional US Small Cap Value ETF 30.00 Exploratory
DFAT Dimensional US Targeted Value ETF 28.00 Exploratory
RPV Invesco S&P 500 Pure Value ETF 35.00 33.87 Rejected
VBR Vanguard Morningstar Small-Cap Value ETF 5.00 Exploratory
AVLV Avantis U.S. Large Cap Value ETF 15.00 14.94 Exploratory
QVAL Alpha Architect U.S. Quantitative Value ETF 28.00 Rejected

US small

US small: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
AVSC Avantis U.S. Small Cap Equity ETF 25.00 Exploratory
DFAS Dimensional U.S. Small Cap ETF 26.00 Exploratory
VB Vanguard Morningstar Small-Cap ETF 3.00 2.72 Rejected

US momentum

US momentum: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
MTUM iShares MSCI USA Momentum Factor ETF 15.00 3.00 Rejected
SPMO Invesco S&P 500 Momentum ETF 13.00 12.93 Rejected

US quality

US quality: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
QUAL iShares MSCI USA Quality Factor ETF 15.00 3.00 Rejected
SPHQ Invesco S&P 500 Quality ETF 15.00 Unresolved
DUHP Dimensional US High Profitability ETF 20.00 Unresolved

International core

International core: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
VEA Vanguard FTSE Developed Markets ETF 3.00 -0.30 1.41 Not scored
SPDW SPDR Portfolio Developed World ex-US ETF 3.00 -1.63 Not scored
IEFA iShares Core MSCI EAFE ETF 7.00 4.65 Not scored
VXUS Vanguard Total International Stock ETF 5.00 1.43 1.18 Not scored
SCZ iShares MSCI EAFE Small-Cap ETF 40.00 1.00 Exploratory
GWX SPDR S&P International Small Cap ETF 40.00 Rejected

International value

International value: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
DFIV Dimensional International Value ETF 27.00 Exploratory
AVIV Avantis International Large Cap Value ETF 25.00 Exploratory
IVLU iShares MSCI Intl Value Factor ETF 31.00 2.00 Exploratory
EFV iShares MSCI EAFE Value ETF 31.00 Exploratory

International small value

International small value: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
AVDV Avantis International Small Cap Value ETF 36.00 30.03 Exploratory
DISV Dimensional International Small Cap Value ETF 42.00 Exploratory

International momentum

International momentum: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
IDMO Invesco S&P International Developed Momentum ETF 25.00 22.59 Exploratory
IMTM iShares MSCI Intl Momentum Factor ETF 30.00 Rejected

Emerging core

Emerging core: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
VWO Vanguard FTSE Emerging Markets ETF 6.00 1.67 1.70 Not scored
IEMG iShares Core MSCI Emerging Markets ETF 9.00 -0.87 1.00 Not scored

Emerging value

Emerging value: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
AVES Avantis Emerging Markets Value ETF 36.00 29.21 Unresolved
DFEV Dimensional Emerging Markets Value ETF 43.00 Unresolved

Bonds

Bonds: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
BND Vanguard Total Bond Market ETF 3.00 3.00 1.38 Not scored
SPAB SPDR Portfolio Aggregate Bond ETF 3.00 2.09 Not scored

Managed futures

Managed futures: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
DBMF iMGP DBi Managed Futures Strategy ETF 85.00 Exploratory
SDMF Simplify DBi CTA Managed Futures Index ETF 35.00 24.00 Not scored
CTA Simplify Managed Futures Strategy ETF 75.00 14.00 Rejected
KMLM KFA Mount Lucas Managed Futures Index Strategy ETF 90.00 Rejected
FMF First Trust Managed Futures Strategy Fund 98.00 Rejected
WTMF WisdomTree Managed Futures Strategy Fund 66.00 Rejected
FFUT Fidelity Managed Futures ETF 80.00 Nothing measured

Funds that stack two exposures on one dollar

Funds that stack two exposures on one dollar: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
RSST Return Stacked U.S. Stocks & Managed Futures ETF 99.00 9.00 Exploratory
CTAP Simplify US Equity PLUS Managed Futures Strategy ETF 28.00 33.00 Exploratory
RSSB Return Stacked Global Stocks & Bonds ETF 39.00 Not scored
NTSX WisdomTree U.S. Efficient Core Fund 20.00 Not scored
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund 20.00 Not scored
MATE Man Active Trend Enhanced ETF 97.00 Exploratory
JPFP JPMorgan Managed Futures Plus ETF 59.00 Nothing measured
RSIT Return Stacked International Stocks & Managed Futures ETF 98.00 15.00 Nothing measured
RSSX Return Stacked U.S. Stocks & Gold/Bitcoin ETF 67.00 28.00 Nothing measured
RSSY Return Stacked U.S. Stocks & Futures Yield ETF 99.00 Nothing measured
RSBT Return Stacked Bonds & Managed Futures ETF 101.00 Nothing measured
RSBY Return Stacked Bonds & Futures Yield ETF 101.00 Nothing measured
RSBA Return Stacked Bonds & Merger Arbitrage ETF 101.00 Nothing measured

Alternatives

Alternatives: fee, cost after lending income, spread paid on the way in, and verdict
Ticker Fund Fee, basis points a year Cost, basis points a year Spread, basis points once Status
SCHD Schwab U.S. Dividend Equity ETF 6.00 Rejected
VNQ Vanguard Real Estate ETF 13.00 Rejected
TIP iShares TIPS Bond ETF 18.00 17.92 Rejected
SCHP Schwab U.S. TIPS ETF 2.99 Rejected