Compare · 2 funds side by side · dividends reinvested

DFAR and SPY

DFARDimensional×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

DFAR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.8B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAR 1993 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8B[…]

DFAR

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

DFARMeasureSPY

+17.7%Year to dateJan 1 → Nov 4+13.3%

+17.7%1 yearTotal return+13.4%

+15.8%3 years · per year$10,000 became $15,520 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.22%Expense ratio$22 · $9 a year on $10k · lower is better0.09%

3.29%Trailing 12-mo yield$329 · $99 a year on $10k0.99%

−11.5%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer12.9%

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

3–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAR vs SPY: Top 5 Holdings

Today

DFAR

29.2%in top 5

SPY

in top 527.3%

DFARStockSPY

not top 5NVDA7.7%

7.5%WELLnot top 5

not top 5AAPL7.4%

6.4%PLDnot top 5

not top 5MSFT5.9%

5.2%EQIXnot top 5

5.1%AMTnot top 5

5.0%SPGnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common1.7%

End-of-day Nov 4, 2026 · share of each fund

DFAR vs SPY Returns, Every Period

DimensionalDFAR

+17.7%

past year

SPYSPDR

+13.4%

past year

DFARSPYFaded: behind in that period

2–1DFAR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: DFAR vs SPY

YTD

DimensionalDFAR

+17.7%

SPYSPDR

+13.3%

+17.7%Year to date+13.3%

−11.5%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y12.9%

3.3%Yield1.0%

$8.8BAssets$805B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFAR0.22%$22

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAR, SPY

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAR, SPY

Today

1.7%most shared, DFAR and SPY

DFARSPY

DFAR—1.7%

SPY1.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAR, at 14.0% volatility

SPYWorst drop−8.9%12.9% vol

DFARWorst drop−11.5%14.0% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFARSPY

+17.7%Year to date+13.3%

3.3%Yield1.0%

+17.7%Past year+13.4%

0.22%Fee0.09%

3–1DFAR wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026