Compare · 2 funds side by side · dividends reinvested

DFGR and SPY

DFGRDimensional×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

DFGR 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%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.3

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.81%+12.1%+12.7%+14.8%[…]−10.8%12.4%$3.9B1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFGR 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Global Real Estate ETF · $3.9B[…]

DFGR

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

DFGRMeasureSPY

+12.1%Year to dateJan 1 → Nov 4+13.3%

+12.7%1 yearTotal return+13.4%

+14.8%3 years · per year$10,000 became $15,148 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.22%Expense ratio$22 · $9 a year on $10k · lower is better0.09%

3.81%Trailing 12-mo yield$381 · $99 a year on $10k0.99%

−10.8%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer12.9%

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

2–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFGR vs SPY: Top 5 Holdings

Today

DFGR

28.4%in top 5

SPY

in top 527.3%

DFGRStockSPY

8.9%WELLnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

6.3%PLDnot top 5

not top 5MSFT5.9%

5.1%EQIXnot top 5

4.3%AMTnot top 5

not top 5AMZN3.8%

3.7%SPGnot top 5

not top 5GOOGL2.5%

Held in common1.7%

End-of-day Nov 4, 2026 · share of each fund

DFGR vs SPY Returns, Every Period

DimensionalDFGR

+12.7%

past year

SPYSPDR

+13.4%

past year

DFGRSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Sector vs Core: DFGR vs SPY

YTD

DimensionalDFGR

+12.1%

SPYSPDR

+13.3%

+12.1%Year to date+13.3%

−10.8%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y12.9%

3.8%Yield1.0%

$3.9BAssets$798B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFGR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFGR0.22%$22

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFGR, SPY

3.81%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.81%$381

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$359most kept, DFGR

DFGR$381 − $22 = $359

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFGR, SPY

Today

1.7%most shared, DFGR and SPY

DFGRSPY

DFGR—1.7%

SPY1.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

DFGRWorst drop−10.8%12.4% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRSPY

+12.1%Year to date+13.3%

3.8%Yield1.0%

+12.7%Past year+13.4%

0.22%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026