Compare · 3 funds side by side · dividends reinvested

DFIP, MUB and SPYM

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

02 / 04

DFIP, MUB 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%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B1.8

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.3%−0.5%+4.4%[…]−4.3%3.7%$1.1B2.0

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.26%+0.7%+1.1%+4.1%+0.8%−6.3%3.7%$55.1B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFIP 2021 · MUB 2007 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

MUB

iShares National Muni Bond ETF · $55.1B$10,432

$10,000 five years ago, dividends reinvested

DFIPMeasureMUB

−0.3%Year to dateJan 1 → Nov 9+0.7%

−0.5%1 yearTotal return+1.1%

+4.4%3 years · per year$10,000 became $11,371 · $11,293+4.1%

[…]5 years · per year$10,000 became […] · $10,432+0.8%

0.11%Expense ratio$11 · $5 a year on $10k · lower is better0.05%

5.32%Trailing 12-mo yield$532 · $326 a year on $10k3.26%

−4.3%Worst dropSmaller is better−6.3%

3.7%VolatilityLower is calmer3.7%

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

3–3Level

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

More Ways to See the Pairs

DFIP vs MUB: Top 5 Holdings

Today

DFIP

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFIP vs MUB Returns, Every Period

DimensionalDFIP

−0.5%

past year

MUBiShares

+1.1%

past year

DFIPMUBFaded: behind in that period

1–2MUB wins

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

DFIP vs MUB

YTD

DimensionalDFIP

−0.3%

MUBiShares

+0.7%

−0.3%Year to date+0.7%

−4.3%Worst drop · 1Y−6.3%

3.7%Volatility · 1Y3.7%

5.3%Yield3.3%

$1.1BAssets$55.1B

2–1DFIP wins

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

Cost, Income and Risk

Fees: DFIP, MUB, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

MUB0.05%$5

DFIP0.11%$11

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

Yields: DFIP, MUB, SPYM

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

MUB3.26%$326

SPYM1.03%$103

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

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

MUB$326 − $5 = $321

SPYM$103 − $2 = $101

KeptFee

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

Overlap: DFIP, MUB, SPYM

Today

[…]holdings […]

DFIPMUBSPYM

DFIP—[…][…]

MUB[…]—[…]

SPYM[…][…]—

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

DFIPWorst drop−4.3%3.7% vol

MUBWorst drop−6.3%3.7% 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

DFIPSPYM

−0.3%Year to date+11.3%

5.3%Yield1.0%

−0.5%Past year+13.6%

0.11%Fee0.02%

3–1SPYM wins

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026