Compare · 2 funds side by side · dividends reinvested

DFAT and SPY

DFATDimensional×SPYSPDR×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,337SPY · best of the two

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

Story of the two · RiskSmallest drop

DFAT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$806B1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 500 ETF · $806B$17,337

SPY

DFAT

Dimensional - US Targeted Value ETF · $31.5B$15,633

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

SPYMeasureDFAT

+11.9%

More Ways to See the Pairs

SPY vs DFAT: Top 5 Holdings

Today

SPY

26.8%in top 5

DFAT

in top 53.6%

SPYStockDFAT

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: DFAT, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFAT0.31%$31

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFAT, SPY

1Y

1.33%highest, DFAT

FundTrailing yieldYield

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+18.5%

+12.0%1 yearTotal return+22.9%

+21.6%3 years · per year$10,000 became $17,968 · $16,236+17.5%

+11.6%5 years · per year$10,000 became $17,337 · $15,633+9.3%

0.09%Expense ratio$9 · $31 a year on $10k · lower is better0.31%

1.00%Trailing 12-mo yield$100 · $133 a year on $10k1.33%

−8.9%Worst dropSmaller is better−9.6%

13.7%VolatilityLower is calmer14.8%

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

5–3SPY wins

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

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.7%

End-of-day Nov 12, 2026 · share of each fund

SPY vs DFAT Returns, Every Period

5Y

SPDRSPY

+11.6%

5 years, per year

DFATDimensional

+9.3%

5 years, per year

SPYDFATFaded: behind in that period

2–2Level

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

Core vs Stocks: SPY vs DFAT

YTD

SPDRSPY

+11.9%

DFATDimensional

+18.5%

+11.9%Year to date+18.5%

−8.9%Worst drop · 1Y−9.6%

13.7%Volatility · 1Y14.8%

1.0%Yield1.3%

$806BAssets$31.5B

2–2level

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

$10k

DFAT1.33%$133

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFAT, SPY

Today

0.7%most shared, DFAT and SPY

DFATSPY

DFAT—0.7%

SPY0.7%—

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

Return vs Bumpiness: 2 ETFs

1Y

+22.9%DFAT, at 14.8% volatility

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

DFATSPY

+18.5%Year to date+11.9%

1.3%Yield1.0%

+22.9%Past year+12.0%

0.31%Fee0.09%

3–1DFAT 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

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DFAT and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two