Compare · 2 funds side by side · dividends reinvested

DFAS and SPYM

DFASDimensional×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,126SPYM · best of the two

02 / 04

DFAS 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%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.8

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,758

DFAS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

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

DFASMeasureSPYM

+17.0%Year to dateJan 1 → Nov 4+13.4%

+20.4%1 yearTotal return+13.5%

+19.3%3 years · per year$10,000 became $16,976 · $19,186+24.3%

+8.1%5 years · per year$10,000 became $14,758 · $18,126+12.6%

0.30%Expense ratio$30 · $2 a year on $10k · lower is better0.02%

1.00%Trailing 12-mo yield$100 · $101 a year on $10k1.01%

−9.4%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer12.8%

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

2–6SPYM 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 SPYM: Top 5 Holdings

Today

DFAS

1.4%in top 5

SPYM

in top 527.3%

DFASStockSPYM

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 SPYM Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

DFASSPYMFaded: behind in that period

2–2Level

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

Stocks vs Core: DFAS vs SPYM

YTD

DimensionalDFAS

+17.0%

SPYMSPDR

+13.4%

+17.0%Year to date+13.4%

−9.4%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y12.8%

1.0%Yield1.0%

$34.7BAssets$185B

2–1SPYM wins

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

Cost, Income and Risk

Fees: DFAS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFAS0.30%$30

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

Yields: DFAS, SPYM

1.01%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.01%$101

DFAS1.00%$100

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, SPYM

Today

1.0%most shared, DFAS and SPYM

DFASSPYM

DFAS—1.0%

SPYM1.0%—

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

Return vs Bumpiness: 2 ETFs

+20.4%DFAS, at 15.3% volatility

SPYMWorst drop−8.9%12.8% 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

SPYMDFAS

+13.4%Year to date+17.0%

1.0%Yield1.0%

+13.5%Past year+20.4%

0.02%Fee0.30%

2–1DFAS 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%

$185BAssets$798B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026