Compare · 2 funds side by side · dividends reinvested

DFIC and SPYM

DFICDimensional×SPYMSPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,277SPYM · best of the two

Story of the two · IncomeMost incomeDFIC · 2.53% · $253 a year on $10k

Story of the two · RiskSmallest drop

DFIC and SPYM, 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%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B1.3

Dimensional - International Core Equity 2 ETFInternational · Ex-US broad0.22%2.53%+11.5%+14.7%+21.0%[…]−11.0%15.1%$15.4B1.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFIC 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - International Core Equity 2 ETF · $15.4B[…]

DFIC

SPYM

State Street SPDR Portfolio S&P 500 ETF · $186B$17,277

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

DFICMeasureSPYM

+11.5%

More Ways to See the Pairs

DFIC vs SPYM: Top 5 Holdings

Today

DFIC

4.2%in top 5

SPYM

in top 526.8%

DFICStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: DFIC, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFIC0.22%$22

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFIC, SPYM

1Y

2.53%highest, DFIC

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+14.7%1 yearTotal return+11.6%

+21.0%3 years · per year$10,000 became $17,733 · $17,930+21.5%

[…]5 years · per year$10,000 became […] · $17,277+11.6%

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

2.53%Trailing 12-mo yield$253 · $103 a year on $10k1.03%

−11.0%Worst dropSmaller is better−8.9%

15.1%VolatilityLower is calmer13.7%

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

2–4SPYM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

1.0%SHELnot top 5

1.0%ASMLnot top 5

0.8%NVSnot top 5

0.7%TTE.PAnot top 5

0.7%ROP.SWnot top 5

Held in common0.2%

End-of-day Nov 13, 2026 · share of each fund

DFIC vs SPYM Returns, Every Period

1Y

DimensionalDFIC

+14.7%

past year

SPYMSPDR

+11.6%

past year

DFICSPYMFaded: behind in that period

1–1Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

International vs Core: DFIC vs SPYM

YTD

DimensionalDFIC

+11.5%

SPYMSPDR

+11.5%

+11.5%Year to date+11.5%

−11.0%Worst drop · 1Y−8.9%

15.1%Volatility · 1Y13.7%

2.5%Yield1.0%

$15.4BAssets$186B

2–1SPYM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

DFIC2.53%$253

SPYM1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$231most kept, DFIC

DFIC$253 − $22 = $231

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFIC, SPYM

Today

0.2%most shared, DFIC and SPYM

DFICSPYM

DFIC—0.2%

SPYM0.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+14.7%DFIC, at 15.1% volatility

SPYMWorst drop−8.9%13.7% vol

DFICWorst drop−11.0%15.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFICSPYM

+11.5%Year to date+11.5%

2.5%Yield1.0%

+14.7%Past year+11.6%

0.22%Fee0.02%

2–1DFIC wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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DFIC and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two