Compare · 3 funds side by side · dividends reinvested

DFIS, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

DFIS, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.6

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.9

Dimensional - International Small Cap ETFInternational · Ex-US broad0.39%2.27%+7.9%+15.0%+21.0%[…]−12.5%15.8%$5.8B2.4

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFIS 2022 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Small Cap ETF · $5.8B[…]

DFIS

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFISMeasureSPYM

+7.9%Year to dateJan 1 → Nov 6+8.8%

+15.0%1 yearTotal return+9.8%

+21.0%3 years · per year$10,000 became $17,712 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.39%Expense ratio$39 · $2 a year on $10k · lower is better0.02%

2.27%Trailing 12-mo yield$227 · $105 a year on $10k1.05%

−12.5%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer13.6%

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

2–5SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIS vs SPYM: Top 5 Holdings

Today

DFIS

1.7%in top 5

SPYM

in top 527.8%

DFISStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.4%ORNBV.HEnot top 5

0.4%QIA.DEnot top 5

0.3%VACN.SWnot top 5

0.3%DPM.TOnot top 5

0.3%HSX.Lnot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DFIS vs SPYM Returns, Every Period

DimensionalDFIS

+15.0%

past year

SPYMSPDR

+9.8%

past year

DFISSPYMFaded: behind in that period

1–2SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: DFIS vs IVV

YTD

DimensionalDFIS

+7.9%

IVViShares

+8.7%

+7.9%Year to date+8.7%

−12.5%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y13.6%

2.3%Yield1.1%

$5.8BAssets$850B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIS, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

DFIS0.39%$39

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFIS, SPYM, IVV

2.27%highest, DFIS

FundTrailing yieldYield$10k

DFIS2.27%$227

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$188most kept, DFIS

DFIS$227 − $39 = $188

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFIS, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

DFISSPYMIVV

DFIS—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.0%DFIS, at 15.8% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

DFISWorst drop−12.5%15.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFISSPYM

+7.9%Year to date+8.8%

2.3%Yield1.1%

+15.0%Past year+9.8%

0.39%Fee0.02%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026