Compare · 3 funds side by side · dividends reinvested

DFIV, SPYM and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,506DFIV · best of the three

02 / 04

DFIV, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.71%+17.8%+27.8%+27.0%+15.4%−9.7%14.2%$22.1B1.8

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.01%+13.4%+13.5%+24.3%+12.6%−8.9%12.8%$185B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B2.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFIV 1999 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.1B$20,506

DFIV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $185B$18,126

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

DFIVMeasureSPYM

+17.8%Year to dateJan 1 → Nov 4+13.4%

+27.8%1 yearTotal return+13.5%

+27.0%3 years · per year$10,000 became $20,484 · $19,186+24.3%

+15.4%5 years · per year$10,000 became $20,506 · $18,126+12.6%

0.27%Expense ratio$27 · $2 a year on $10k · lower is better0.02%

2.71%Trailing 12-mo yield$271 · $101 a year on $10k1.01%

−9.7%Worst dropSmaller is better−8.9%

14.2%VolatilityLower is calmer12.8%

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

5–3DFIV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFIV vs SPYM: Top 5 Holdings

Today

DFIV

10.6%in top 5

SPYM

in top 527.3%

DFIVStockSPYM

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

3.7%SHELnot top 5

not top 5GOOGL2.5%

2.3%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 4, 2026 · share of each fund

DFIV vs SPYM Returns, Every Period

DimensionalDFIV

+15.4%

5 years, per year

SPYMSPDR

+12.6%

5 years, per year

DFIVSPYMFaded: behind in that period

4–0DFIV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

International vs Core: DFIV vs SPYM

YTD

DimensionalDFIV

+17.8%

SPYMSPDR

+13.4%

+17.8%Year to date+13.4%

−9.7%Worst drop · 1Y−8.9%

14.2%Volatility · 1Y12.8%

2.7%Yield1.0%

$22.1BAssets$185B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIV, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DFIV0.27%$27

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFIV, SPYM, SPY

2.71%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.71%$271

SPYM1.01%$101

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$244most kept, DFIV

DFIV$271 − $27 = $244

SPYM$101 − $2 = $99

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFIV, SPYM, SPY

Today

99.8%most shared, SPYM and SPY

DFIVSPYMSPY

DFIV—0.0%0.0%

SPYM0.0%—99.8%

SPY0.0%99.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+27.8%DFIV, at 14.2% volatility

SPYMWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

DFIVWorst drop−9.7%14.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVSPYM

+17.8%Year to date+13.4%

2.7%Yield1.0%

+27.8%Past year+13.5%

0.27%Fee0.02%

3–1DFIV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026