Compare · 3 funds side by side · dividends reinvested

DFIV, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,000DFIV · best of the three

02 / 04

DFIV, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.77%+15.4%+26.1%+26.1%+14.9%−9.7%14.3%$22.5B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.5

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: DFIV 1999 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.5B$20,000

DFIV

SPY

State Street SPDR S&P 500 ETF · $819B$17,099

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

DFIVMeasureSPY

+15.4%Year to dateJan 1 → Nov 5+8.3%

+26.1%1 yearTotal return+9.7%

+26.1%3 years · per year$10,000 became $20,050 · $18,174+22.0%

+14.9%5 years · per year$10,000 became $20,000 · $17,099+11.3%

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

2.77%Trailing 12-mo yield$277 · $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 5, 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

10.4%in top 5

SPY

in top 527.7%

DFIVStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

3.5%SHELnot top 5

not top 5GOOGL2.6%

2.2%TTE.PAnot top 5

1.8%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

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

DFIV vs SPY Returns, Every Period

DimensionalDFIV

+14.9%

5 years, per year

SPYSPDR

+11.3%

5 years, per year

DFIVSPYFaded: behind in that period

4–0DFIV wins

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

International vs Core: DFIV vs VOO

YTD

DimensionalDFIV

+15.4%

VOOVanguard

+8.4%

+15.4%Year to date+8.4%

−9.7%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y13.5%

2.8%Yield1.1%

$22.5BAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: DFIV, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SPY0.09%$9

DFIV0.27%$27

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

Yields: DFIV, SPY, VOO

2.77%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.77%$277

VOO1.10%$110

SPY1.03%$103

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

Income After Fees on $10,000

$250most kept, DFIV

DFIV$277 − $27 = $250

VOO$110 − $3 = $107

SPY$103 − $9 = $94

KeptFee

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

Overlap: DFIV, SPY, VOO

Today

93.5%most shared, SPY and VOO

DFIVSPYVOO

DFIV—0.0%0.0%

SPY0.0%—93.5%

VOO0.0%93.5%—

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

Return vs Bumpiness: 3 ETFs

+26.1%DFIV, at 14.3% volatility

VOOWorst drop−8.9%13.5% vol

SPYWorst drop−8.9%13.6% vol

DFIVWorst drop−9.7%14.3% vol

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

Paid More vs Made More

YTD

DFIVVOO

+15.4%Year to date+8.4%

2.8%Yield1.1%

+26.1%Past year+9.8%

0.27%Fee0.03%

3–1DFIV 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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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