Compare · 2 funds side by side · dividends reinvested

DFEM and SPY

DFEMDimensional×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,493SPY · best of the two

02 / 04

DFEM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.1

Dimensional - Emerging Markets Core Equity 2 ETFInternational · Emerging0.39%2.14%+11.2%+12.9%+19.0%[…]−17.0%24.3%$8.6B1.9

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFEM 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Emerging Markets Core Equity 2 ETF · $8.6B[…]

DFEM

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

DFEMMeasureSPY

+11.2%Year to dateJan 1 → Nov 9+11.2%

+12.9%1 yearTotal return+13.5%

+19.0%3 years · per year$10,000 became $16,867 · $18,118+21.9%

[…]5 years · per year$10,000 became […] · $17,493+11.8%

0.39%Expense ratio$39 · $9 a year on $10k · lower is better0.09%

2.14%Trailing 12-mo yield$214 · $101 a year on $10k1.01%

−17.0%Worst dropSmaller is better−8.9%

24.3%VolatilityLower is calmer13.7%

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

1–5SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFEM vs SPY: Top 5 Holdings

Today

DFEM

19.1%in top 5

SPY

in top 527.8%

DFEMStockSPY

9.7%2330.TWnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.5%005930.Knot top 5

3.1%000660.Knot top 5

not top 5GOOGL2.6%

1.8%0700.HKnot top 5

0.9%0939.HKnot top 5

Held in common0.0%

End-of-day Nov 9, 2026 · share of each fund

DFEM vs SPY Returns, Every Period

DimensionalDFEM

+12.9%

past year

SPYSPDR

+13.5%

past year

DFEMSPYFaded: behind in that period

0–2SPY wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

International vs Core: DFEM vs SPY

YTD

DimensionalDFEM

+11.2%

SPYSPDR

+11.2%

+11.2%Year to date+11.2%

−17.0%Worst drop · 1Y−8.9%

24.3%Volatility · 1Y13.7%

2.1%Yield1.0%

$8.6BAssets$778B

2–1SPY wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFEM, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFEM0.39%$39

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFEM, SPY

2.14%highest, DFEM

FundTrailing yieldYield$10k

DFEM2.14%$214

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$175most kept, DFEM

DFEM$214 − $39 = $175

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFEM, SPY

Today

0.0%most shared, DFEM and SPY

DFEMSPY

DFEM—0.0%

SPY0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.5%SPY, at 13.7% volatility

SPYWorst drop−8.9%13.7% vol

DFEMWorst drop−17.0%24.3% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFEMSPY

+11.2%Year to date+11.2%

2.1%Yield1.0%

+12.9%Past year+13.5%

0.39%Fee0.09%

2–1SPY wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026