Compare · 2 funds side by side · dividends reinvested

DFLV and SPYM

DFLVDimensional×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$17,537SPYM · best of the two

Story of the two · IncomeMost incomeDFLV · 1.34% · $134 a year on $10k

Story of the two · RiskSmallest drop

DFLV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Large Cap Value ETFUS Stock Styles · Value0.21%1.34%+24.8%+29.4%+21.8%[…]−5.5%11.2%$7.5B1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.02%+12.4%+12.8%+21.9%+11.9%−8.9%13.7%$183B1.6

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFLV 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Large Cap Value ETF · $7.5B[…]

DFLV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $183B$17,537

$10,000 five years ago, dividends reinvested · they hold 36.5% in common

DFLVMeasureSPYM

+24.8%

More Ways to See the Pairs

DFLV vs SPYM: Top 5 Holdings

Today

DFLV

17.7%in top 5

SPYM

in top 526.9%

DFLVStockSPYM

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

5.2%AMZN4.1%

4.5%JPM

Cost, Income and Risk

Fees: DFLV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFLV0.21%$21

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFLV, SPYM

1Y

1.34%highest, DFLV

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

Year to dateJan 1 → Nov 11

+12.4%

+29.4%1 yearTotal return+12.8%

+21.8%3 years · per year$10,000 became $18,066 · $18,134+21.9%

[…]5 years · per year$10,000 became […] · $17,537+11.9%

0.21%Expense ratio$21 · $2 a year on $10k · lower is better0.02%

1.34%Trailing 12-mo yield$134 · $102 a year on $10k1.02%

−5.5%Worst dropSmaller is better−8.9%

11.2%VolatilityLower is calmer13.7%

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

5–2DFLV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

3.7%XOMnot top 5

not top 5GOOGL2.6%

2.2%BRK-Bnot top 5

2.1%METAnot top 5

Held in common36.5%

End-of-day Nov 11, 2026 · share of each fund

DFLV vs SPYM Returns, Every Period

1Y

DimensionalDFLV

+29.4%

past year

SPYMSPDR

+12.8%

past year

DFLVSPYMFaded: behind in that period

2–1DFLV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFLV vs SPYM

YTD

DimensionalDFLV

+24.8%

SPYMSPDR

+12.4%

+24.8%Year to date+12.4%

−5.5%Worst drop · 1Y−8.9%

11.2%Volatility · 1Y13.7%

1.3%Yield1.0%

$7.5BAssets$183B

4–0DFLV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

DFLV1.34%$134

SPYM1.02%$102

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$113most kept, DFLV

DFLV$134 − $21 = $113

SPYM$102 − $2 = $100

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFLV, SPYM

Today

36.5%most shared, DFLV and SPYM

DFLVSPYM

DFLV—36.5%

SPYM36.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+29.4%DFLV, at 11.2% volatility

DFLVWorst drop−5.5%11.2% vol

SPYMWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFLVSPYM

+24.8%Year to date+12.4%

1.3%Yield1.0%

+29.4%Past year+12.8%

0.21%Fee0.02%

3–1DFLV wins

End-of-day Nov 11, 2026

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

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DFLV and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two