Compare · 2 funds side by side · dividends reinvested

DFAT and SPYM

DFATDimensional×SPYMSPDR×

Versus in desk

02 / 04

IWD+0.4%

Search ETFs and stocks

Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,537SPYM · best of the two

Story of the two · IncomeMost incomeDFAT · 1.32% · $132 a year on $10k

Story of the two · RiskSmallest drop

DFAT 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%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.6B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFAT 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.6B$15,714

DFAT

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

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

DFATMeasureSPYM

+19.7%

More Ways to See the Pairs

DFAT vs SPYM: Top 5 Holdings

Today

DFAT

3.6%in top 5

SPYM

in top 526.9%

DFATStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFAT0.31%$31

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAT, SPYM

1Y

1.32%highest, DFAT

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+24.7%1 yearTotal return+12.8%

+17.6%3 years · per year$10,000 became $16,277 · $18,134+21.9%

+9.5%5 years · per year$10,000 became $15,714 · $17,537+11.9%

0.31%Expense ratio$31 · $2 a year on $10k · lower is better0.02%

1.32%Trailing 12-mo yield$132 · $102 a year on $10k1.02%

−9.6%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.7%

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

3–5SPYM wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.8%OVVnot top 5

0.7%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 11, 2026 · share of each fund

DFAT vs SPYM Returns, Every Period

5Y

DimensionalDFAT

+9.5%

5 years, per year

SPYMSPDR

+11.9%

5 years, per year

DFATSPYMFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAT vs SPYM

YTD

DimensionalDFAT

+19.7%

SPYMSPDR

+12.4%

+19.7%Year to date+12.4%

−9.6%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.7%

1.3%Yield1.0%

$31.6BAssets$183B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

DFAT1.32%$132

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, DFAT

DFAT$132 − $31 = $101

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAT, SPYM

Today

0.7%most shared, DFAT and SPYM

DFATSPYM

DFAT—0.7%

SPYM0.7%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

SPYMWorst drop−8.9%13.7% vol

DFATWorst drop−9.6%14.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFATSPYM

+19.7%Year to date+12.4%

1.3%Yield1.0%

+24.7%Past year+12.8%

0.31%Fee0.02%

3–1DFAT wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 11, 2026

Loading…

DFAT and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two