Compare · 3 funds side by side · dividends reinvested

DFIP, SPYM and VCIT

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, SPYM and VCIT, 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

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.7%+0.0%+6.6%+1.0%−4.9%4.5%$66.6B2.1

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 · SPYM 2005 · VCIT 2009

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $179B$17,553

SPYM

DFIP

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

$10,000 five years ago, dividends reinvested

SPYMMeasureDFIP

+11.3%Year to dateJan 1 → Nov 9−0.3%

+13.6%1 yearTotal return−0.5%

+22.0%3 years · per year$10,000 became $18,161 · $11,371+4.4%

+11.9%5 years · per year$10,000 became $17,553 · […][…]

0.02%Expense ratio$2 · $11 a year on $10k · lower is better0.11%

1.03%Trailing 12-mo yield$103 · $532 a year on $10k5.32%

−8.9%Worst dropSmaller is better−4.3%

13.7%VolatilityLower is calmer3.7%

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

4–3SPYM wins

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

More Ways to See the Pairs

SPYM vs DFIP: Top 5 Holdings

Today

SPYM

27.8%in top 5

DFIP

in top 5[…]

SPYMStockDFIP

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPYM vs DFIP Returns, Every Period

SPDRSPYM

+13.6%

past year

DFIPDimensional

−0.5%

past year

SPYMDFIPFaded: behind in that period

3–0SPYM wins

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

Core vs Bonds: SPYM vs DFIP

YTD

SPDRSPYM

+11.3%

DFIPDimensional

−0.3%

+11.3%Year to date−0.3%

−8.9%Worst drop · 1Y−4.3%

13.7%Volatility · 1Y3.7%

1.0%Yield5.3%

$179BAssets$1.1B

3–1DFIP wins

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

Cost, Income and Risk

Fees: DFIP, SPYM, VCIT

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VCIT0.03%$3

DFIP0.11%$11

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

Yields: DFIP, SPYM, VCIT

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

VCIT5.02%$502

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

VCIT$502 − $3 = $499

SPYM$103 − $2 = $101

KeptFee

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

Overlap: DFIP, SPYM, VCIT

Today

[…]holdings […]

DFIPSPYMVCIT

DFIP—[…][…]

SPYM[…]—[…]

VCIT[…][…]—

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

VCITWorst drop−4.9%4.5% 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