Compare · 2 funds side by side · dividends reinvested

DFAE and SPYM

DFAEDimensional×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

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Portfolio

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

Story of the two · IncomeMost incomeDFAE · 2.02% · $202 a year on $10k

Story of the two · RiskSmallest drop

DFAE and SPYM, 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%$183B1.4

Dimensional - Emerging Core Equity Market ETFInternational · Emerging0.29%2.02%+13.8%+13.8%+19.4%+8.2%−17.5%25.1%$9.3B1.6

Rank among the two1st → 2ndFee, 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: DFAE 2020 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - Emerging Core Equity Market ETF · $9.3B$14,862

DFAE

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFAEMeasureSPYM

+13.8%

More Ways to See the Pairs

DFAE vs SPYM: Top 5 Holdings

Today

DFAE

25.1%in top 5

SPYM

in top 526.9%

DFAEStockSPYM

13.2%2330.TWnot top 5

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

4.6%005930.K

Cost, Income and Risk

Fees: DFAE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFAE0.29%$29

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

Yields: DFAE, SPYM

1Y

2.02%highest, DFAE

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+13.8%1 yearTotal return+12.8%

+19.4%3 years · per year$10,000 became $17,028 · $18,134+21.9%

+8.2%5 years · per year$10,000 became $14,862 · $17,537+11.9%

0.29%Expense ratio$29 · $2 a year on $10k · lower is better0.02%

2.02%Trailing 12-mo yield$202 · $102 a year on $10k1.02%

−17.5%Worst dropSmaller is better−8.9%

25.1%VolatilityLower is calmer13.7%

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

3–5SPYM wins

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

not top 5

not top 5AMZN4.1%

3.8%000660.Knot top 5

not top 5GOOGL2.6%

2.3%0700.HKnot top 5

1.2%9988.HKnot top 5

Held in common0.0%

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

DFAE vs SPYM Returns, Every Period

5Y

DimensionalDFAE

+8.2%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

DFAESPYMFaded: behind in that period

2–2Level

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

International vs Core: DFAE vs SPYM

YTD

DimensionalDFAE

+13.8%

SPYMSPDR

+12.4%

+13.8%Year to date+12.4%

−17.5%Worst drop · 1Y−8.9%

25.1%Volatility · 1Y13.7%

2.0%Yield1.0%

$9.3BAssets$183B

2–2level

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

Yield

$10k

DFAE2.02%$202

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$173most kept, DFAE

DFAE$202 − $29 = $173

SPYM$102 − $2 = $100

KeptFee

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

Overlap: DFAE, SPYM

Today

0.0%most shared, DFAE and SPYM

DFAESPYM

DFAE—0.0%

SPYM0.0%—

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

Return vs Bumpiness: 2 ETFs

1Y

+13.8%DFAE, at 25.1% volatility

SPYMWorst drop−8.9%13.7% vol

DFAEWorst drop−17.5%25.1% vol

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

Paid More vs Made More

YTD

DFAESPYM

+13.8%Year to date+12.4%

2.0%Yield1.0%

+13.8%Past year+12.8%

0.29%Fee0.02%

3–1DFAE wins

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

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFAE and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two