Compare · 3 funds side by side · dividends reinvested

DFIP, SPYM and BND

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,161SPYM · best of the three

02 / 04

DFIP, SPYM and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.0%+0.3%+5.0%−0.0%−4.5%4.0%$161B2.0

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.3%−0.5%+4.4%[…]−4.3%3.7%$1.1B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFIP 2021 · SPYM 2005 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested

DFIPMeasureSPYM

−0.3%Year to dateJan 1 → Nov 9+11.3%

−0.5%1 yearTotal return+13.6%

+4.4%3 years · per year$10,000 became $11,371 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.11%Expense ratio$11 · $2 a year on $10k · lower is better0.02%

5.32%Trailing 12-mo yield$532 · $103 a year on $10k1.03%

−4.3%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.7%

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

3–4SPYM wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIP vs SPYM: Top 5 Holdings

Today

DFIP

[…]in top 5

SPYM

in top 527.8%

DFIPStockSPYM

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DFIP vs SPYM Returns, Every Period

DimensionalDFIP

−0.5%

past year

SPYMSPDR

+13.6%

past year

DFIPSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

DFIP vs BND

YTD

DimensionalDFIP

−0.3%

BNDVanguard

+0.0%

−0.3%Year to date+0.0%

−4.3%Worst drop · 1Y−4.5%

3.7%Volatility · 1Y4.0%

5.3%Yield4.1%

$1.1BAssets$161B

3–1DFIP wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, SPYM, BND

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

BND0.03%$3

DFIP0.11%$11

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFIP, SPYM, BND

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

BND4.12%$412

SPYM1.03%$103

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

BND$412 − $3 = $409

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFIP, SPYM, BND

Today

[…]holdings […]

DFIPSPYMBND

DFIP—[…][…]

SPYM[…]—[…]

BND[…][…]—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

DFIPWorst drop−4.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPSPYM

−0.3%Year to date+11.3%

5.3%Yield1.0%

−0.5%Past year+13.6%

0.11%Fee0.02%

3–1SPYM wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

BND vs AGG

YTD

VanguardBND

+0.0%

AGGiShares

+0.0%

+0.0%Year to date+0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026