Compare · 3 funds side by side · dividends reinvested

DFGR, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,553SPYM · best of the three

02 / 04

DFGR, SPYM and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.1

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.83%+11.5%+12.2%+12.6%[…]−10.8%12.6%$4.0B2.1

Rank among the three1st → 3rdFee, 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: DFGR 2022 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Global Real Estate ETF · $4.0B[…]

DFGR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

DFGRMeasureSPYM

+11.5%Year to dateJan 1 → Nov 9+11.3%

+12.2%1 yearTotal return+13.6%

+12.6%3 years · per year$10,000 became $14,261 · $18,161+22.0%

[…]5 years · per year$10,000 became […] · $17,553+11.9%

0.22%Expense ratio$22 · $2 a year on $10k · lower is better0.02%

3.83%Trailing 12-mo yield$383 · $103 a year on $10k1.03%

−10.8%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.7%

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

3–4SPYM wins

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

More Ways to See the Pairs

DFGR vs SPYM: Top 5 Holdings

Today

DFGR

28.3%in top 5

SPYM

in top 527.8%

DFGRStockSPYM

9.0%WELLnot top 5

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

6.1%PLDnot top 5

5.1%EQIXnot top 5

4.3%AMTnot top 5

not top 5AMZN4.0%

3.8%SPGnot top 5

not top 5GOOGL2.6%

Held in common1.8%

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

DFGR vs SPYM Returns, Every Period

DimensionalDFGR

+12.2%

past year

SPYMSPDR

+13.6%

past year

DFGRSPYMFaded: behind in that period

1–2SPYM wins

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

Sector vs Core: DFGR vs VOO

YTD

DimensionalDFGR

+11.5%

VOOVanguard

+11.3%

+11.5%Year to date+11.3%

−10.8%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.7%

3.8%Yield1.1%

$4.0BAssets$1.00T

3–1DFGR wins

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

Cost, Income and Risk

Fees: DFGR, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

DFGR0.22%$22

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

Yields: DFGR, SPYM, VOO

3.83%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.83%$383

VOO1.07%$107

SPYM1.03%$103

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

Income After Fees on $10,000

$361most kept, DFGR

DFGR$383 − $22 = $361

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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

Overlap: DFGR, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

DFGRSPYMVOO

DFGR—1.8%1.6%

SPYM1.8%—92.7%

VOO1.6%92.7%—

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

Return vs Bumpiness: 3 ETFs

+13.6%SPYM, at 13.7% volatility

DFGRWorst drop−10.8%12.6% vol

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

DFGRSPYM

+11.5%Year to date+11.3%

3.8%Yield1.0%

+12.2%Past year+13.6%

0.22%Fee0.02%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026