Compare · 3 funds side by side · dividends reinvested

DFAT, SPY and VOO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,393VOO · 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%+11.9%+12.1%+21.7%+11.7%−8.9%13.7%$1.00T1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B2.3

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

End-of-day Nov 12, 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 · $31.5B$15,633

DFAT

VOO

Vanguard S&P 500 ETF · $1.00T$17,393

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

DFATMeasure

More Ways to See the Pairs

DFAT vs VOO: Top 5 Holdings

Today

DFAT

3.6%in top 5

VOO

in top 528.3%

DFATStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL

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 12, 2026 · fee on $10,000 a year

Yields: DFAT, SPY, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

VOO

+18.5%Year to dateJan 1 → Nov 12+11.9%

+22.9%1 yearTotal return+12.1%

+17.5%3 years · per year$10,000 became $16,236 · $18,015+21.7%

+9.3%5 years · per year$10,000 became $15,633 · $17,393+11.7%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.33%Trailing 12-mo yield$133 · $107 a year on $10k1.07%

−9.6%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.7%

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

3–5VOO wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

3.1%

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 12, 2026 · share of each fund

DFAT vs VOO Returns, Every Period

5Y

DimensionalDFAT

+9.3%

5 years, per year

VOOVanguard

+11.7%

5 years, per year

DFATVOOFaded: behind in that period

2–2Level

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAT vs VOO

YTD

DimensionalDFAT

+18.5%

VOOVanguard

+11.9%

+18.5%Year to date+11.9%

−9.6%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.7%

1.3%Yield1.1%

$31.5BAssets$1.00T

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

VOO1.07%$107

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$104most kept, VOO

VOO$107 − $3 = $104

DFAT$133 − $31 = $102

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.9%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 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFATVOO

+18.5%Year to date+11.9%

1.3%Yield1.1%

+22.9%Past year+12.1%

0.31%Fee0.03%

3–1DFAT wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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DFAT, SPY and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three