Compare · 2 funds side by side · dividends reinvested

DFIV and SPY

DFIVDimensional×SPYSPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,217DFIV · best of the two

Story of the two · IncomeMost incomeDFIV · 2.74% · $274 a year on $10k

Story of the two · RiskSmallest drop

DFIV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.74%+16.5%+21.4%+26.0%+15.1%−9.7%14.4%$22.5B1.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFIV 1999 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

State Street SPDR S&P 500 ETF · $807B$17,214

SPY

DFIV

Dimensional - International Value ETF · $22.5B$20,217

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

SPYMeasureDFIV

+11.5%

More Ways to See the Pairs

SPY vs DFIV: Top 5 Holdings

Today

SPY

26.8%in top 5

DFIV

in top 510.4%

SPYStockDFIV

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

not top 5SHEL3.4%

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 13, 2026 · fee on $10,000 a year

Yields: DFIV, SPY

1Y

2.74%highest, DFIV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+16.5%

+11.6%1 yearTotal return+21.4%

+21.4%3 years · per year$10,000 became $17,889 · $19,982+26.0%

+11.5%5 years · per year$10,000 became $17,214 · $20,217+15.1%

0.09%Expense ratio$9 · $27 a year on $10k · lower is better0.27%

1.01%Trailing 12-mo yield$101 · $274 a year on $10k2.74%

−8.9%Worst dropSmaller is better−9.7%

13.7%VolatilityLower is calmer14.4%

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

3–5DFIV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%GOOGLnot top 5

not top 5TTE.PA2.2%

not top 57203.T2.0%

not top 5SAN.MC1.6%

not top 5BAS.DE1.3%

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

SPY vs DFIV Returns, Every Period

5Y

SPDRSPY

+11.5%

5 years, per year

DFIVDimensional

+15.1%

5 years, per year

SPYDFIVFaded: behind in that period

0–4DFIV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs International: SPY vs DFIV

YTD

SPDRSPY

+11.5%

DFIVDimensional

+16.5%

+11.5%Year to date+16.5%

−8.9%Worst drop · 1Y−9.7%

13.7%Volatility · 1Y14.4%

1.0%Yield2.7%

$807BAssets$22.5B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

$10k

DFIV2.74%$274

SPY1.01%$101

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$247most kept, DFIV

DFIV$274 − $27 = $247

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 13, 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 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+21.4%DFIV, at 14.4% volatility

SPYWorst drop−8.9%13.7% vol

DFIVWorst drop−9.7%14.4% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVSPY

+16.5%Year to date+11.5%

2.7%Yield1.0%

+21.4%Past year+11.6%

0.27%Fee0.09%

3–1DFIV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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DFIV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two