Compare · 2 funds side by side · dividends reinvested

DFIV and SPY

DFIVDimensional×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,188DFIV · best of the two

02 / 04

DFIV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.73%+16.8%+26.2%+25.5%+15.1%−9.7%14.5%$22.0B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B1.6

Rank among the two1st → 2ndFee, 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: DFIV 1999 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.0B$20,188

DFIV

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

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

DFIVMeasureSPY

+16.8%Year to dateJan 1 → Nov 9+11.2%

+26.2%1 yearTotal return+13.5%

+25.5%3 years · per year$10,000 became $19,747 · $18,118+21.9%

+15.1%5 years · per year$10,000 became $20,188 · $17,493+11.8%

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

2.73%Trailing 12-mo yield$273 · $101 a year on $10k1.01%

−9.7%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.7%

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

5–3DFIV wins

End-of-day Nov 9, 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 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

3.5%SHELnot top 5

not top 5GOOGL2.6%

2.2%TTE.PAnot top 5

2.0%7203.Tnot top 5

1.6%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

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

DFIV vs SPY Returns, Every Period

DimensionalDFIV

+15.1%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

DFIVSPYFaded: behind in that period

4–0DFIV wins

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

International vs Core: DFIV vs SPY

YTD

DimensionalDFIV

+16.8%

SPYSPDR

+11.2%

+16.8%Year to date+11.2%

−9.7%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.7%

2.7%Yield1.0%

$22.0BAssets$778B

2–2level

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

Cost, Income and Risk

Fees: DFIV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFIV0.27%$27

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

Yields: DFIV, SPY

2.73%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.73%$273

SPY1.01%$101

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$246most kept, DFIV

DFIV$273 − $27 = $246

SPY$101 − $9 = $92

KeptFee

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

Overlap: DFIV, SPY

Today

0.0%most shared, DFIV and SPY

DFIVSPY

DFIV—0.0%

SPY0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+26.2%DFIV, at 14.5% volatility

SPYWorst drop−8.9%13.7% vol

DFIVWorst drop−9.7%14.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVSPY

+16.8%Year to date+11.2%

2.7%Yield1.0%

+26.2%Past year+13.5%

0.27%Fee0.09%

3–1DFIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Two

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%

$120BAssets$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