Compare · 2 funds side by side · dividends reinvested

DFAC and SPYM

DFACDimensional×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,749SPYM · best of the two

02 / 04

DFAC and SPYM, 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%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.5

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$185B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFAC 2005 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

DFAC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$17,749

$10,000 five years ago, dividends reinvested · they hold 68.5% in common

DFACMeasureSPYM

+14.1%Year to dateJan 1 → Nov 3+11.5%

+16.0%1 yearTotal return+11.9%

+23.0%3 years · per year$10,000 became $18,595 · $19,092+24.1%

+11.2%5 years · per year$10,000 became $16,976 · $17,749+12.2%

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

0.88%Trailing 12-mo yield$88 · $103 a year on $10k1.03%

−8.5%Worst dropSmaller is better−8.9%

12.2%VolatilityLower is calmer12.7%

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

4–4Level

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

More Ways to See the Pairs

DFAC vs SPYM: Top 5 Holdings

Today

DFAC

19.9%in top 5

SPYM

in top 527.4%

DFACStockSPYM

5.2%NVDA7.8%

5.7%AAPL7.7%

4.7%MSFT5.9%

2.5%AMZN3.6%

not top 5GOOGL2.5%

1.9%METAnot top 5

Held in common68.5%

End-of-day Nov 3, 2026 · share of each fund

DFAC vs SPYM Returns, Every Period

DimensionalDFAC

+11.2%

5 years, per year

SPYMSPDR

+12.2%

5 years, per year

DFACSPYMFaded: behind in that period

2–2Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs SPYM

YTD

DimensionalDFAC

+14.1%

SPYMSPDR

+11.5%

+14.1%Year to date+11.5%

−8.5%Worst drop · 1Y−8.9%

12.2%Volatility · 1Y12.7%

0.9%Yield1.0%

$87.6BAssets$185B

3–1DFAC wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFAC0.21%$21

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAC, SPYM

1.03%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.03%$103

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAC, SPYM

Today

68.5%most shared, DFAC and SPYM

DFACSPYM

DFAC—68.5%

SPYM68.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.0%DFAC, at 12.2% volatility

DFACWorst drop−8.5%12.2% vol

SPYMWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMDFAC

+11.5%Year to date+14.1%

1.0%Yield0.9%

+11.9%Past year+16.0%

0.02%Fee0.21%

2–2level

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026