Compare · 3 funds side by side · dividends reinvested

DFGX, SPYM and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,537SPYM · best of the three

Story of the three · IncomeMost incomeDFGX · 4.90% · $490 a year on $10k

Story of the three · RiskSmallest drop

DFGX, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.6

Dimensional - International Core Fixed Income ETFBonds & Cash · International0.21%4.90%+0.9%+0.3%[…][…]−3.4%4.3%$1.9B2.0

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 11, 2026 · returns include dividends · since: DFGX 2023 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - International Core Fixed Income ETF · $1.9B[…]

DFGX

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested

DFGXMeasure

More Ways to See the Pairs

DFGX vs SPYM: Top 5 Holdings

Today

DFGX

[…]in top 5

SPYM

in top 526.9%

DFGXStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: DFGX, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

DFGX0.21%$21

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFGX, SPYM, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

SPYM

+0.9%Year to dateJan 1 → Nov 11+12.4%

+0.3%1 yearTotal return+12.8%

[…]3 years · per year$10,000 became […] · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.21%Expense ratio$21 · $2 a year on $10k · lower is better0.02%

4.90%Trailing 12-mo yield$490 · $102 a year on $10k1.02%

−3.4%Worst dropSmaller is better−8.9%

4.3%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

DFGX vs SPYM Returns, Every Period

1Y

DimensionalDFGX

+0.3%

past year

SPYMSPDR

+12.8%

past year

DFGXSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Bonds vs Core: DFGX vs IVV

YTD

DimensionalDFGX

+0.9%

IVViShares

+12.3%

+0.9%Year to date+12.3%

−3.4%Worst drop · 1Y−8.9%

4.3%Volatility · 1Y13.7%

4.9%Yield1.1%

$1.9BAssets$883B

3–1DFGX wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

4.90%highest, DFGX

FundTrailing yieldYield$10k

DFGX4.90%$490

IVV1.10%$110

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$469most kept, DFGX

DFGX$490 − $21 = $469

IVV$110 − $3 = $107

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFGX, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

DFGXSPYMIVV

DFGX—[…][…]

SPYM[…]—99.9%

IVV[…]99.9%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.8%SPYM, at 13.7% volatility

DFGXWorst drop−3.4%4.3% vol

SPYMWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFGXSPYM

+0.9%Year to date+12.4%

4.9%Yield1.0%

+0.3%Past year+12.8%

0.21%Fee0.02%

3–1SPYM wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

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DFGX, SPYM and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three