Compare · 3 funds side by side · dividends reinvested

DFAS, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

DFAS, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

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%$805B2.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$35.2B2.4

Rank among the three1st → 3rdFee, 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 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DFAS

SPY

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

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

DFASMeasureSPY

+17.0%Year to dateJan 1 → Nov 4+13.3%

+20.4%1 yearTotal return+13.4%

+19.3%3 years · per year$10,000 became $16,976 · $19,132+24.1%

+8.1%5 years · per year$10,000 became $14,758 · $18,060+12.6%

0.30%Expense ratio$30 · $9 a year on $10k · lower is better0.09%

1.00%Trailing 12-mo yield$100 · $99 a year on $10k0.99%

−9.4%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer12.9%

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

3–5SPY wins

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

More Ways to See the Pairs

DFAS vs SPY: Top 5 Holdings

Today

DFAS

1.4%in top 5

SPY

in top 527.3%

DFASStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common1.0%

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

DFAS vs SPY Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DFASSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: DFAS vs VOO

YTD

DimensionalDFAS

+17.0%

VOOVanguard

+13.4%

+17.0%Year to date+13.4%

−9.4%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y12.8%

1.0%Yield1.1%

$35.2BAssets$1.00T

3–1VOO wins

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

Cost, Income and Risk

Fees: DFAS, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

DFAS0.30%$30

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

Yields: DFAS, SPY, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

DFAS1.00%$100

SPY0.99%$99

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPY$99 − $9 = $90

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, SPY, VOO

Today

94.5%most shared, SPY and VOO

DFASSPYVOO

DFAS—1.0%0.9%

SPY1.0%—94.5%

VOO0.9%94.5%—

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

Return vs Bumpiness: 3 ETFs

+20.4%DFAS, at 15.3% volatility

VOOWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

DFASWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

VOODFAS

+13.4%Year to date+17.0%

1.1%Yield1.0%

+13.5%Past year+20.4%

0.03%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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