Compare · 3 funds side by side · dividends reinvested

DFIP, VCIT and SPYM

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,164SPYM · best of the three

02 / 04

DFIP, VCIT 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%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.8

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%−0.4%+4.9%[…]−4.3%3.7%$1.1B2.0

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.6%+0.3%+7.3%+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 5, 2026 · returns include dividends · since: DFIP 2021 · VCIT 2009 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

DFIP

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested

DFIPMeasureSPYM

−0.1%Year to dateJan 1 → Nov 5+8.4%

−0.4%1 yearTotal return+9.8%

+4.9%3 years · per year$10,000 became $11,548 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.11%Expense ratio$11 · $2 a year on $10k · lower is better0.02%

5.31%Trailing 12-mo yield$531 · $106 a year on $10k1.06%

−4.3%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.6%

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

3–4SPYM wins

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

More Ways to See the Pairs

DFIP vs SPYM: Top 5 Holdings

Today

DFIP

[…]in top 5

SPYM

in top 527.7%

DFIPStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFIP vs SPYM Returns, Every Period

DimensionalDFIP

−0.4%

past year

SPYMSPDR

+9.8%

past year

DFIPSPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFIP vs VCIT

YTD

DimensionalDFIP

−0.1%

VCITVanguard

−0.6%

−0.1%Year to date−0.6%

−4.3%Worst drop · 1Y−4.9%

3.7%Volatility · 1Y4.5%

5.3%Yield5.0%

$1.1BAssets$66.6B

4–0DFIP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, VCIT, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VCIT0.03%$3

DFIP0.11%$11

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFIP, VCIT, SPYM

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

VCIT5.02%$502

SPYM1.06%$106

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

VCIT$502 − $3 = $499

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFIP, VCIT, SPYM

Today

[…]holdings […]

DFIPVCITSPYM

DFIP—[…][…]

VCIT[…]—[…]

SPYM[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

DFIPWorst drop−4.3%3.7% vol

VCITWorst drop−4.9%4.5% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPSPYM

−0.1%Year to date+8.4%

5.3%Yield1.1%

−0.4%Past year+9.8%

0.11%Fee0.02%

3–1SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026