Compare · 3 funds side by side · dividends reinvested

DFIC, SPYM and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

DFIC, 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%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.0

Dimensional - International Core Equity 2 ETFInternational · Ex-US broad0.22%2.58%+9.3%+15.7%+20.8%[…]−11.0%14.9%$15.1B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFIC 2022 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Core Equity 2 ETF · $15.1B[…]

DFIC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

DFICMeasureSPYM

+9.3%Year to dateJan 1 → Nov 6+8.8%

+15.7%1 yearTotal return+9.8%

+20.8%3 years · per year$10,000 became $17,634 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

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

2.58%Trailing 12-mo yield$258 · $105 a year on $10k1.05%

−11.0%Worst dropSmaller is better−8.9%

14.9%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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

More Ways to See the Pairs

DFIC vs SPYM: Top 5 Holdings

Today

DFIC

4.1%in top 5

SPYM

in top 527.8%

DFICStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.1%SHELnot top 5

0.9%ASMLnot top 5

0.8%NVSnot top 5

0.7%TTE.PAnot top 5

0.7%NESN.SWnot top 5

Held in common0.2%

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

DFIC vs SPYM Returns, Every Period

DimensionalDFIC

+15.7%

past year

SPYMSPDR

+9.8%

past year

DFICSPYMFaded: behind in that period

2–1DFIC wins

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

International vs Core: DFIC vs VOO

YTD

DimensionalDFIC

+9.3%

VOOVanguard

+8.7%

+9.3%Year to date+8.7%

−11.0%Worst drop · 1Y−8.9%

14.9%Volatility · 1Y13.5%

2.6%Yield1.1%

$15.1BAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: DFIC, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

DFIC0.22%$22

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

Yields: DFIC, SPYM, VOO

2.58%highest, DFIC

FundTrailing yieldYield$10k

DFIC2.58%$258

VOO1.10%$110

SPYM1.05%$105

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

Income After Fees on $10,000

$236most kept, DFIC

DFIC$258 − $22 = $236

VOO$110 − $3 = $107

SPYM$105 − $2 = $103

KeptFee

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

Overlap: DFIC, SPYM, VOO

Today

92.2%most shared, SPYM and VOO

DFICSPYMVOO

DFIC—0.2%0.2%

SPYM0.2%—92.2%

VOO0.2%92.2%—

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

Return vs Bumpiness: 3 ETFs

+15.7%DFIC, at 14.9% volatility

VOOWorst drop−8.9%13.5% vol

SPYMWorst drop−8.9%13.6% vol

DFICWorst drop−11.0%14.9% vol

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

Paid More vs Made More

YTD

DFICSPYM

+9.3%Year to date+8.8%

2.6%Yield1.1%

+15.7%Past year+9.8%

0.22%Fee0.02%

3–1DFIC wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

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