Compare · 2 funds side by side · dividends reinvested

DFAW and SPY

DFAWDimensional×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,118SPY · best of the two

02 / 04

DFAW and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - World Equity ETFInternational · Global0.24%1.33%+10.9%+13.8%+20.7%[…]−8.9%13.4%$1.7B1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B1.6

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFAW 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - World Equity ETF · $1.7B[…]

DFAW

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFAWMeasureSPY

+10.9%Year to dateJan 1 → Nov 6+8.7%

+13.8%1 yearTotal return+9.7%

+20.7%3 years · per year$10,000 became $17,569 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.24%Expense ratio$24 · $9 a year on $10k · lower is better0.09%

1.33%Trailing 12-mo yield$133 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer13.6%

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

4–2DFAW wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAW vs SPY: Top 5 Holdings

Today

DFAW

99.9%in top 5

SPY

in top 527.8%

DFAWStockSPY

53.8%DFACnot top 5

18.6%DFICnot top 5

17.9%DCORnot top 5

8.0%DFEMnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.7%DFGRnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DFAW vs SPY Returns, Every Period

DimensionalDFAW

+13.8%

past year

SPYSPDR

+9.7%

past year

DFAWSPYFaded: behind in that period

2–1DFAW wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: DFAW vs SPY

YTD

DimensionalDFAW

+10.9%

SPYSPDR

+8.7%

+10.9%Year to date+8.7%

−8.9%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y13.6%

1.3%Yield1.0%

$1.7BAssets$778B

3–0DFAW wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAW, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFAW0.24%$24

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFAW, SPY

1.33%highest, DFAW

FundTrailing yieldYield$10k

DFAW1.33%$133

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$109most kept, DFAW

DFAW$133 − $24 = $109

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFAW, SPY

Today

0.0%most shared, DFAW and SPY

DFAWSPY

DFAW—0.0%

SPY0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.8%DFAW, at 13.4% volatility

DFAWWorst drop−8.9%13.4% vol

SPYWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFAWSPY

+10.9%Year to date+8.7%

1.3%Yield1.0%

+13.8%Past year+9.7%

0.24%Fee0.09%

3–1DFAW wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026