Compare · 2 funds side by side · dividends reinvested

DFIV and SPYM

DFIVDimensional×SPYMSPDR×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,185DFIV · best of the two

Story of the two · IncomeMost incomeDFIV · 2.75% · $275 a year on $10k

Story of the two · RiskSmallest drop

DFIV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.75%+16.1%+22.1%+25.5%+15.1%−9.7%14.4%$22.5B1.4

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$186B1.6

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFIV 1999 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - International Value ETF · $22.5B$20,185

DFIV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $186B$17,408

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

DFIVMeasureSPYM

+16.1%

More Ways to See the Pairs

DFIV vs SPYM: Top 5 Holdings

Today

DFIV

10.4%in top 5

SPYM

in top 526.8%

DFIVStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN4.0%

3.4%SHELnot top 5

Cost, Income and Risk

Fees: DFIV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFIV0.27%$27

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFIV, SPYM

1Y

2.75%highest, DFIV

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Year to dateJan 1 → Nov 12

+12.0%

+22.1%1 yearTotal return+12.2%

+25.5%3 years · per year$10,000 became $19,770 · $18,024+21.7%

+15.1%5 years · per year$10,000 became $20,185 · $17,408+11.7%

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

2.75%Trailing 12-mo yield$275 · $102 a year on $10k1.02%

−9.7%Worst dropSmaller is better−8.9%

14.4%VolatilityLower is calmer13.7%

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

5–3DFIV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GOOGL2.6%

2.1%TTE.PAnot top 5

2.0%7203.Tnot top 5

1.7%SAN.MCnot top 5

1.3%BAS.DEnot top 5

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

DFIV vs SPYM Returns, Every Period

5Y

DimensionalDFIV

+15.1%

5 years, per year

SPYMSPDR

+11.7%

5 years, per year

DFIVSPYMFaded: behind in that period

4–0DFIV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

International vs Core: DFIV vs SPYM

YTD

DimensionalDFIV

+16.1%

SPYMSPDR

+12.0%

+16.1%Year to date+12.0%

−9.7%Worst drop · 1Y−8.9%

14.4%Volatility · 1Y13.7%

2.8%Yield1.0%

$22.5BAssets$186B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

Yield

$10k

DFIV2.75%$275

SPYM1.02%$102

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

Income After Fees on $10,000

1Y

$248most kept, DFIV

DFIV$275 − $27 = $248

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFIV, SPYM

Today

0.0%most shared, DFIV and SPYM

DFIVSPYM

DFIV—0.0%

SPYM0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+22.1%DFIV, at 14.4% volatility

SPYMWorst drop−8.9%13.7% vol

DFIVWorst drop−9.7%14.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVSPYM

+16.1%Year to date+12.0%

2.8%Yield1.0%

+22.1%Past year+12.2%

0.27%Fee0.02%

3–1DFIV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

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DFIV and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two