Compare · 3 funds side by side · dividends reinvested

DFAT, SPY and VOO

02 / 04

−0.1%

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,269VOO · best of the three

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

DFAT, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B2.3

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFAT 2000 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,377

DFAT

SPY

State Street SPDR S&P 500 ETF · $807B$17,214

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

DFATMeasure

More Ways to See the Pairs

DFAT vs SPY: Top 5 Holdings

Today

DFAT

3.6%in top 5

SPY

in top 526.8%

DFATStockSPY

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: DFAT, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

DFAT0.31%$31

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFAT, SPY, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

SPY

+18.8%Year to dateJan 1 → Nov 13+11.5%

+22.8%1 yearTotal return+11.6%

+18.0%3 years · per year$10,000 became $16,427 · $17,889+21.4%

+9.0%5 years · per year$10,000 became $15,377 · $17,214+11.5%

0.31%Expense ratio$31 · $9 a year on $10k · lower is better0.09%

1.33%Trailing 12-mo yield$133 · $101 a year on $10k1.01%

−9.6%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.7%

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

3–5SPY wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%OVVnot top 5

0.8%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.7%

End-of-day Nov 13, 2026 · share of each fund

DFAT vs SPY Returns, Every Period

5Y

DimensionalDFAT

+9.0%

5 years, per year

SPYSPDR

+11.5%

5 years, per year

DFATSPYFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAT vs VOO

YTD

DimensionalDFAT

+18.8%

VOOVanguard

+11.5%

+18.8%Year to date+11.5%

−9.6%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.7%

1.3%Yield1.1%

$31.6BAssets$1.00T

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

VOO1.07%$107

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$104most kept, VOO

VOO$107 − $3 = $104

DFAT$133 − $31 = $102

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAT, SPY, VOO

Today

93.3%most shared, SPY and VOO

DFATSPYVOO

DFAT—0.7%0.7%

SPY0.7%—93.3%

VOO0.7%93.3%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.8%DFAT, at 14.8% volatility

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

DFATWorst drop−9.6%14.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFATVOO

+18.8%Year to date+11.5%

1.3%Yield1.1%

+22.8%Past year+11.6%

0.31%Fee0.03%

3–1DFAT wins

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

Loading…

DFAT, SPY and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three