Compare · 2 funds side by side · dividends reinvested

DFAS and SLYV

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

DFAS and SLYV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 600 Small Cap Value ETFUS Stock Styles · Small cap0.15%1.90%+20.4%+24.6%+19.8%+7.6%−9.4%15.8%$5.0B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B1.8

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: DFAS 1992 · SLYV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 600 Small Cap Value ETF · $5.0B$14,413

SLYV

DFAS

Dimensional - US Small Cap ETF · $35.2B$14,758

$10,000 five years ago, dividends reinvested · they hold 24.7% in common

SLYVMeasureDFAS

+20.4%Year to dateJan 1 → Nov 4+17.0%

+24.6%1 yearTotal return+20.4%

+19.8%3 years · per year$10,000 became $17,172 · $16,976+19.3%

+7.6%5 years · per year$10,000 became $14,413 · $14,758+8.1%

0.15%Expense ratio$15 · $30 a year on $10k · lower is better0.30%

1.90%Trailing 12-mo yield$190 · $100 a year on $10k1.00%

−9.4%Worst dropSmaller is better−9.4%

15.8%VolatilityLower is calmer15.3%

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

5–2SLYV wins

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

More Ways to See the Pairs

SLYV vs DFAS: Top 5 Holdings

Today

SLYV

4.8%in top 5

DFAS

in top 51.4%

SLYVStockDFAS

1.1%PAYCnot top 5

1.0%MTCHnot top 5

0.9%JXNnot top 5

0.9%SMnot top 5

0.9%VSXYnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common24.7%

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

SLYV vs DFAS Returns, Every Period

SPDRSLYV

+7.6%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

SLYVDFASFaded: behind in that period

3–1SLYV wins

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

SLYV vs DFAS

YTD

SPDRSLYV

+20.4%

DFASDimensional

+17.0%

+20.4%Year to date+17.0%

−9.4%Worst drop · 1Y−9.4%

15.8%Volatility · 1Y15.3%

1.9%Yield1.0%

$5.0BAssets$35.2B

2–1SLYV wins

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

Cost, Income and Risk

Fees: DFAS, SLYV

Today

0.15%lowest, SLYV

FundExpense ratioFee$10k

SLYV0.15%$15

DFAS0.30%$30

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

Yields: DFAS, SLYV

1.90%highest, SLYV

FundTrailing yieldYield$10k

SLYV1.90%$190

DFAS1.00%$100

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

Income After Fees on $10,000

$175most kept, SLYV

SLYV$190 − $15 = $175

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, SLYV

Today

24.7%most shared, DFAS and SLYV

DFASSLYV

DFAS—24.7%

SLYV24.7%—

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

Return vs Bumpiness: 2 ETFs

+24.6%SLYV, at 15.8% volatility

DFASWorst drop−9.4%15.3% vol

SLYVWorst drop−9.4%15.8% vol

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

Paid More vs Made More

YTD

SLYVDFAS

+20.4%Year to date+17.0%

1.9%Yield1.0%

+24.6%Past year+20.4%

0.15%Fee0.30%

4–0SLYV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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

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