Compare · 3 funds side by side · dividends reinvested

DFAT, VOO and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

DFAT, VOO and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.35%+17.0%+23.5%+18.5%+9.8%−9.6%14.7%$32.1B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFAT 2000 · VOO 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $32.1B$15,974

DFAT

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

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

DFATMeasureVOO

+17.0%Year to dateJan 1 → Nov 5+8.4%

+23.5%1 yearTotal return+9.8%

+18.5%3 years · per year$10,000 became $16,661 · $18,224+22.1%

+9.8%5 years · per year$10,000 became $15,974 · $17,156+11.4%

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

1.35%Trailing 12-mo yield$135 · $110 a year on $10k1.10%

−9.6%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.5%

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

3–5VOO wins

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

More Ways to See the Pairs

DFAT vs VOO: Top 5 Holdings

Today

DFAT

3.5%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 5GOOGL3.1%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%TOLnot top 5

0.7%SJMnot top 5

Held in common0.7%

End-of-day Nov 5, 2026 · share of each fund

DFAT vs VOO Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

VOOVanguard

+11.4%

5 years, per year

DFATVOOFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAT vs VOO

YTD

DimensionalDFAT

+17.0%

VOOVanguard

+8.4%

+17.0%Year to date+8.4%

−9.6%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.5%

1.3%Yield1.1%

$32.1BAssets$1.00T

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAT, VOO, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

DFAT0.31%$31

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFAT, VOO, SPY

1.35%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.35%$135

VOO1.10%$110

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

DFAT$135 − $31 = $104

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFAT, VOO, SPY

Today

93.5%most shared, VOO and SPY

DFATVOOSPY

DFAT—0.7%0.8%

VOO0.7%—93.5%

SPY0.8%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+23.5%DFAT, at 14.7% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

DFATWorst drop−9.6%14.7% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFATVOO

+17.0%Year to date+8.4%

1.3%Yield1.1%

+23.5%Past year+9.8%

0.31%Fee0.03%

3–1DFAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026