Compare · 3 funds side by side · dividends reinvested

DFIP, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,115VOO · best of the three

02 / 04

DFIP, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.5

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.2%−0.5%+4.8%[…]−4.3%3.7%$1.1B2.1

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFIP 2021 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

DFIP

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested

DFIPMeasureSPY

−0.2%Year to dateJan 1 → Nov 4+13.3%

−0.5%1 yearTotal return+13.4%

+4.8%3 years · per year$10,000 became $11,505 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.11%Expense ratio$11 · $9 a year on $10k · lower is better0.09%

5.32%Trailing 12-mo yield$532 · $99 a year on $10k0.99%

−4.3%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer12.9%

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

3–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIP vs SPY: Top 5 Holdings

Today

DFIP

[…]in top 5

SPY

in top 527.3%

DFIPStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common[…]

End-of-day Nov 4, 2026 · share of each fund

DFIP vs SPY Returns, Every Period

DimensionalDFIP

−0.5%

past year

SPYSPDR

+13.4%

past year

DFIPSPYFaded: behind in that period

0–3SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Bonds vs Core: DFIP vs VOO

YTD

DimensionalDFIP

−0.2%

VOOVanguard

+13.4%

−0.2%Year to date+13.4%

−4.3%Worst drop · 1Y−8.9%

3.7%Volatility · 1Y12.8%

5.3%Yield1.1%

$1.1BAssets$1.00T

3–1DFIP wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

DFIP0.11%$11

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFIP, SPY, VOO

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

VOO1.05%$105

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

VOO$105 − $3 = $102

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFIP, SPY, VOO

Today

94.5%most shared, SPY and VOO

DFIPSPYVOO

DFIP—[…][…]

SPY[…]—94.5%

VOO[…]94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.5%VOO, at 12.8% volatility

DFIPWorst drop−4.3%3.7% vol

VOOWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPVOO

−0.2%Year to date+13.4%

5.3%Yield1.1%

−0.5%Past year+13.5%

0.11%Fee0.03%

3–1VOO wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026