Compare · 3 funds side by side · dividends reinvested

DFAR, VOO and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

DFAR, VOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.5

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.35%+15.3%+14.9%+14.0%[…]−11.5%14.1%$8.6B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAR 1993 · VOO 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

DFA Real Estate Securities Portfolio ETF Class Shares · $8.6B[…]

DFAR

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 1.6% in common

DFARMeasureVOO

+15.3%Year to dateJan 1 → Nov 6+8.7%

+14.9%1 yearTotal return+9.8%

+14.0%3 years · per year$10,000 became $14,831 · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.22%Expense ratio$22 · $3 a year on $10k · lower is better0.03%

3.35%Trailing 12-mo yield$335 · $110 a year on $10k1.10%

−11.5%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.5%

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

3–4VOO wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAR vs VOO: Top 5 Holdings

Today

DFAR

29.1%in top 5

VOO

in top 528.3%

DFARStockVOO

not top 5NVDA8.4%

7.6%WELLnot top 5

not top 5AAPL7.4%

6.3%PLDnot top 5

not top 5MSFT5.8%

5.1%AMTnot top 5

5.1%EQIXnot top 5

5.0%SPGnot top 5

not top 5AMZN3.7%

not top 5GOOGL3.1%

Held in common1.6%

End-of-day Nov 6, 2026 · share of each fund

DFAR vs VOO Returns, Every Period

DimensionalDFAR

+14.9%

past year

VOOVanguard

+9.8%

past year

DFARVOOFaded: behind in that period

2–1DFAR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: DFAR vs VOO

YTD

DimensionalDFAR

+15.3%

VOOVanguard

+8.7%

+15.3%Year to date+8.7%

−11.5%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.5%

3.4%Yield1.1%

$8.6BAssets$1.00T

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAR, VOO, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

DFAR0.22%$22

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAR, VOO, SPY

3.35%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.35%$335

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$313most kept, DFAR

DFAR$335 − $22 = $313

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAR, VOO, SPY

Today

92.2%most shared, VOO and SPY

DFARVOOSPY

DFAR—1.6%1.8%

VOO1.6%—92.2%

SPY1.8%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+14.9%DFAR, at 14.1% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

DFARWorst drop−11.5%14.1% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFARVOO

+15.3%Year to date+8.7%

3.4%Yield1.1%

+14.9%Past year+9.8%

0.22%Fee0.03%

3–1DFAR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026