Compare · 3 funds side by side · dividends reinvested

DFIV, SPY and VEA

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$19,900DFIV · best of the three

02 / 04

DFIV, SPY and VEA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.80%+14.1%+23.7%+25.3%+14.8%−9.7%14.3%$22.0B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$778B2.1

Vanguard FTSE Developed Markets ETFInternational · Developed0.03%2.51%+9.7%+14.8%+20.3%+8.7%−11.6%18.1%$232B2.4

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: DFIV 1999 · SPY 1993 · VEA 2007

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.0B$19,900

DFIV

SPY

State Street SPDR S&P 500 ETF · $778B$17,118

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

DFIVMeasureSPY

+14.1%Year to dateJan 1 → Nov 6+8.7%

+23.7%1 yearTotal return+9.7%

+25.3%3 years · per year$10,000 became $19,675 · $18,039+21.7%

+14.8%5 years · per year$10,000 became $19,900 · $17,118+11.3%

0.27%Expense ratio$27 · $9 a year on $10k · lower is better0.09%

2.80%Trailing 12-mo yield$280 · $103 a year on $10k1.03%

−9.7%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer13.6%

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

5–3DFIV wins

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

More Ways to See the Pairs

DFIV vs SPY: Top 5 Holdings

Today

DFIV

10.6%in top 5

SPY

in top 527.8%

DFIVStockSPY

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.5%SHELnot top 5

not top 5GOOGL2.6%

2.2%TTE.PAnot top 5

2.1%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

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

DFIV vs SPY Returns, Every Period

DimensionalDFIV

+14.8%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

DFIVSPYFaded: behind in that period

4–0DFIV wins

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

DFIV vs VEA

YTD

DimensionalDFIV

+14.1%

VEAVanguard

+9.7%

+14.1%Year to date+9.7%

−9.7%Worst drop · 1Y−11.6%

14.3%Volatility · 1Y18.1%

2.8%Yield2.5%

$22.0BAssets$232B

4–0DFIV wins

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

Cost, Income and Risk

Fees: DFIV, SPY, VEA

Today

0.03%lowest, VEA

FundExpense ratioFee$10k

VEA0.03%$3

SPY0.09%$9

DFIV0.27%$27

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

Yields: DFIV, SPY, VEA

2.80%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.80%$280

VEA2.51%$251

SPY1.03%$103

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

Income After Fees on $10,000

$253most kept, DFIV

DFIV$280 − $27 = $253

VEA$251 − $3 = $248

SPY$103 − $9 = $94

KeptFee

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

Overlap: DFIV, SPY, VEA

Today

27.8%most shared, DFIV and VEA

DFIVSPYVEA

DFIV—0.0%27.8%

SPY0.0%—0.0%

VEA27.8%0.0%—

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

Return vs Bumpiness: 3 ETFs

+23.7%DFIV, at 14.3% volatility

SPYWorst drop−8.9%13.6% vol

DFIVWorst drop−9.7%14.3% vol

VEAWorst drop−11.6%18.1% vol

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

Paid More vs Made More

YTD

DFIVVEA

+14.1%Year to date+9.7%

2.8%Yield2.5%

+23.7%Past year+14.8%

0.27%Fee0.03%

3–1DFIV wins

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$187B

1–1level

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