Compare · 2 funds side by side · dividends reinvested

DFAC and SPTM

DFACDimensional×SPTMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,878SPTM · best of the two

02 / 04

DFAC and SPTM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.5

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFUS Stock Styles · Large cap0.03%1.10%+8.7%+10.2%+21.7%+11.0%−8.7%13.5%$14.0B1.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAC 2005 · SPTM 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · $14.0B$16,878

SPTM

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

$10,000 five years ago, dividends reinvested · they hold 74.4% in common

SPTMMeasureDFAC

+8.7%Year to dateJan 1 → Nov 5+11.2%

+10.2%1 yearTotal return+14.3%

+21.7%3 years · per year$10,000 became $18,043 · $17,812+21.2%

+11.0%5 years · per year$10,000 became $16,878 · $16,526+10.6%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

1.10%Trailing 12-mo yield$110 · $90 a year on $10k0.90%

−8.7%Worst dropSmaller is better−8.5%

13.5%VolatilityLower is calmer12.9%

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

4–4Level

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

More Ways to See the Pairs

SPTM vs DFAC: Top 5 Holdings

Today

SPTM

25.6%in top 5

DFAC

in top 520.5%

SPTMStockDFAC

7.1%AAPL5.8%

6.8%NVDA5.1%

5.8%MSFT5.0%

3.6%AMZN2.7%

2.4%GOOGLnot top 5

not top 5META1.9%

Held in common74.4%

End-of-day Nov 5, 2026 · share of each fund

SPTM vs DFAC Returns, Every Period

SPDRSPTM

+11.0%

5 years, per year

DFACDimensional

+10.6%

5 years, per year

SPTMDFACFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SPTM vs DFAC

YTD

SPDRSPTM

+8.7%

DFACDimensional

+11.2%

+8.7%Year to date+11.2%

−8.7%Worst drop · 1Y−8.5%

13.5%Volatility · 1Y12.9%

1.1%Yield0.9%

$14.0BAssets$89.2B

3–1DFAC wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SPTM

Today

0.03%lowest, SPTM

FundExpense ratioFee$10k

SPTM0.03%$3

DFAC0.21%$21

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAC, SPTM

1.10%highest, SPTM

FundTrailing yieldYield$10k

SPTM1.10%$110

DFAC0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, SPTM

SPTM$110 − $3 = $107

DFAC$90 − $21 = $69

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPTM

Today

74.4%most shared, DFAC and SPTM

DFACSPTM

DFAC—74.4%

SPTM74.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

SPTMWorst drop−8.7%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPTMDFAC

+8.7%Year to date+11.2%

1.1%Yield0.9%

+10.2%Past year+14.3%

0.03%Fee0.21%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026