Compare · 2 funds side by side · dividends reinvested

DFAU and DIA

DFAUDimensional×DIASPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358DFAU · best of the two

02 / 04

DFAU and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity Market ETFUS Stock Styles · Large cap0.12%0.90%+12.4%+13.1%+23.6%+11.7%−8.7%12.6%$12.8B1.3

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFAU 2020 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity Market ETF · $12.8B$17,358

DFAU

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

$10,000 five years ago, dividends reinvested · they hold 27.2% in common

DFAUMeasureDIA

+12.4%Year to dateJan 1 → Nov 3+8.8%

+13.1%1 yearTotal return+10.3%

+23.6%3 years · per year$10,000 became $18,883 · $16,728+18.7%

+11.7%5 years · per year$10,000 became $17,358 · $15,770+9.5%

0.12%Expense ratio$12 · $16 a year on $10k · lower is better0.16%

0.90%Trailing 12-mo yield$90 · $139 a year on $10k1.39%

−8.7%Worst dropSmaller is better−9.8%

12.6%VolatilityLower is calmer12.6%

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

6–1DFAU wins

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

More Ways to See the Pairs

DFAU vs DIA: Top 5 Holdings

Today

DFAU

24.4%in top 5

DIA

in top 533.8%

DFAUStockDIA

not top 5GS10.5%

not top 5CAT7.3%

7.0%AAPLnot top 5

6.6%NVDAnot top 5

5.5%MSFT6.0%

not top 5AMGN5.2%

not top 5UNH4.7%

3.2%AMZNnot top 5

2.1%GOOGLnot top 5

Held in common27.2%

End-of-day Nov 3, 2026 · share of each fund

DFAU vs DIA Returns, Every Period

DimensionalDFAU

+11.7%

5 years, per year

DIASPDR

+9.5%

5 years, per year

DFAUDIAFaded: behind in that period

4–0DFAU wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DFAU vs DIA

YTD

DimensionalDFAU

+12.4%

DIASPDR

+8.8%

+12.4%Year to date+8.8%

−8.7%Worst drop · 1Y−9.8%

12.6%Volatility · 1Y12.6%

0.9%Yield1.4%

$12.8BAssets$45.1B

2–1DFAU wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAU, DIA

Today

0.12%lowest, DFAU

FundExpense ratioFee$10k

DFAU0.12%$12

DIA0.16%$16

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFAU, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

DFAU0.90%$90

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

DFAU$90 − $12 = $78

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFAU, DIA

Today

27.2%most shared, DFAU and DIA

DFAUDIA

DFAU—27.2%

DIA27.2%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.1%DFAU, at 12.6% volatility

DIAWorst drop−9.8%12.6% vol

DFAUWorst drop−8.7%12.6% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DIADFAU

+8.8%Year to date+12.4%

1.4%Yield0.9%

+10.3%Past year+13.1%

0.16%Fee0.12%

3–1DFAU wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026