Compare · 2 funds side by side · dividends reinvested

DFAT and SPYM

DFATDimensional×SPYMSPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,277SPYM · 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 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%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$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 13, 2026 · returns include dividends · since: DFAT 2000 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR Portfolio S&P 500 ETF · $186B$17,277

SPYM

DFAT

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

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

SPYMMeasureDFAT

+11.5%

More Ways to See the Pairs

SPYM vs DFAT: Top 5 Holdings

Today

SPYM

26.8%in top 5

DFAT

in top 53.6%

SPYMStockDFAT

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, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFAT0.31%$31

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

Yields: DFAT, SPYM

1Y

1.33%highest, DFAT

FundTrailing yield

Popular Pairs Near These Two

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

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+18.8%

+11.6%1 yearTotal return+22.8%

+21.5%3 years · per year$10,000 became $17,930 · $16,427+18.0%

+11.6%5 years · per year$10,000 became $17,277 · $15,377+9.0%

0.02%Expense ratio$2 · $31 a year on $10k · lower is better0.31%

1.03%Trailing 12-mo yield$103 · $133 a year on $10k1.33%

−8.9%Worst dropSmaller is better−9.6%

13.7%VolatilityLower is calmer14.8%

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

5–3SPYM wins

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

SPYM vs DFAT Returns, Every Period

5Y

SPDRSPYM

+11.6%

5 years, per year

DFATDimensional

+9.0%

5 years, per year

SPYMDFATFaded: behind in that period

2–2Level

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

Core vs Stocks: SPYM vs DFAT

YTD

SPDRSPYM

+11.5%

DFATDimensional

+18.8%

+11.5%Year to date+18.8%

−8.9%Worst drop · 1Y−9.6%

13.7%Volatility · 1Y14.8%

1.0%Yield1.3%

$186BAssets$31.6B

2–2level

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

Yield

$10k

DFAT1.33%$133

SPYM1.03%$103

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

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

SPYM$103 − $2 = $101

KeptFee

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

Return vs Bumpiness: 2 ETFs

1Y

+22.8%DFAT, at 14.8% volatility

SPYMWorst 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

DFATSPYM

+18.8%Year to date+11.5%

1.3%Yield1.0%

+22.8%Past year+11.6%

0.31%Fee0.02%

3–1DFAT wins

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

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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DFAT and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two