Compare · 3 funds side by side · dividends reinvested

DFAC, SPYM and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeSPYM · 1.02% · $102 a year on $10k

Story of the three · RiskSmallest drop

DFAC, SPYM and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+14.9%+16.5%+21.0%+10.9%−8.5%13.0%$87.4B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−15.1%19.1%$233B2.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAC 2005 · SPYM 2005 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Core Equity 2 ETF · $87.4B$16,748

DFAC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 68.7% in common

DFAC

More Ways to See the Pairs

DFAC vs SPYM: Top 5 Holdings

Today

DFAC

19.9%in top 5

SPYM

in top 526.9%

DFACStockSPYM

5.9%AAPL7.8%

4.4%NVDA6.3%

4.9%MSFT6.1%

2.8%AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAC, SPYM, VUG

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VUG0.03%$3

DFAC0.21%$21

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAC, SPYM, VUG

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

Measure

SPYM

+14.9%Year to dateJan 1 → Nov 11+12.4%

+16.5%1 yearTotal return+12.8%

+21.0%3 years · per year$10,000 became $17,728 · $18,134+21.9%

+10.9%5 years · per year$10,000 became $16,748 · $17,537+11.9%

0.21%Expense ratio$21 · $2 a year on $10k · lower is better0.02%

0.87%Trailing 12-mo yield$87 · $102 a year on $10k1.02%

−8.5%Worst dropSmaller is better−8.9%

13.0%VolatilityLower is calmer13.7%

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

4–4Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.0%METAnot top 5

Held in common68.7%

End-of-day Nov 11, 2026 · share of each fund

DFAC vs SPYM Returns, Every Period

5Y

DimensionalDFAC

+10.9%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

DFACSPYMFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs SPYM

YTD

DimensionalDFAC

+14.9%

SPYMSPDR

+12.4%

+14.9%Year to date+12.4%

−8.5%Worst drop · 1Y−8.9%

13.0%Volatility · 1Y13.7%

0.9%Yield1.0%

$87.4BAssets$183B

3–1DFAC wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

1.02%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.02%$102

DFAC0.87%$87

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$100most kept, SPYM

SPYM$102 − $2 = $100

DFAC$87 − $21 = $66

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPYM, VUG

Today

68.7%most shared, DFAC and SPYM

DFACSPYMVUG

DFAC—68.7%35.6%

SPYM68.7%—55.0%

VUG35.6%55.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+16.5%DFAC, at 13.0% volatility

DFACWorst drop−8.5%13.0% vol

SPYMWorst drop−8.9%13.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMDFAC

+12.4%Year to date+14.9%

1.0%Yield0.9%

+12.8%Past year+16.5%

0.02%Fee0.21%

2–2level

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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DFAC, SPYM and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three