Compare · 2 funds side by side · dividends reinvested

DFAC and SPY

DFACDimensional×SPYSPDR×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$17,968SPY · best of the two

Story of the two · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the two · RiskSmallest drop

DFAC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+15.4%+20.7%+10.6%−8.5%13.1%$88.3B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFAC 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $88.3B$16,580

DFAC

SPY

State Street SPDR S&P 500 ETF · $793B$17,337

$10,000 five years ago, dividends reinvested · they hold 68.8% in common

DFACMeasureSPY

+14.1%

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DFAC vs SPY: Top 5 Holdings

Today

DFAC

19.8%in top 5

SPY

in top 526.8%

DFACStockSPY

5.9%AAPL7.9%

4.4%NVDA6.4%

4.7%MSFT5.9%

2.7%AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFAC0.21%$21

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAC, SPY

1Y

1.00%highest, SPY

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+11.9%

+15.4%1 yearTotal return+12.0%

+20.7%3 years · per year$10,000 became $17,581 · $17,968+21.6%

+10.6%5 years · per year$10,000 became $16,580 · $17,337+11.6%

0.21%Expense ratio$21 · $9 a year on $10k · lower is better0.09%

0.88%Trailing 12-mo yield$88 · $100 a year on $10k1.00%

−8.5%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.7%

DFACSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

1.9%METAnot top 5

Held in common68.8%

End-of-day Nov 12, 2026 · share of each fund

DFAC vs SPY Returns, Every Period

5Y

DimensionalDFAC

+10.6%

5 years, per year

SPYSPDR

+11.6%

5 years, per year

DFACSPYFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs SPY

YTD

DimensionalDFAC

+14.1%

SPYSPDR

+11.9%

+14.1%Year to date+11.9%

−8.5%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.7%

0.9%Yield1.0%

$88.3BAssets$793B

3–1DFAC wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

SPY1.00%$100

DFAC0.88%$88

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPY

Today

68.8%most shared, DFAC and SPY

DFACSPY

DFAC—68.8%

SPY68.8%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.4%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

SPYWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SPYDFAC

+11.9%Year to date+14.1%

1.0%Yield0.9%

+12.0%Past year+15.4%

0.09%Fee0.21%

2–2level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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DFAC and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two