Compare · 2 funds side by side · dividends reinvested

DFMC and DIA

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,770DIA · best of the two

02 / 03

DFMC and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.39%+8.8%+10.3%+18.7%+9.5%−9.8%12.6%$45.1B1.0

U.S. Micro Cap Portfolio ETFUS Stock Styles · Large cap0.43%0.47%[…][…][…][…][…][…]$7.6B2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFMC 1981 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.1B$15,770

DIA

DFMC

U.S. Micro Cap Portfolio ETF · $7.6B[…]

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

DIAMeasureDFMC

+8.8%Year to dateJan 1 → Nov 3[…]

+10.3%1 yearTotal return[…]

+18.7%3 years · per year$10,000 became $16,728 · […][…]

+9.5%5 years · per year$10,000 became $15,770 · […][…]

0.16%Expense ratio$16 · $43 a year on $10k · lower is better0.43%

1.39%Trailing 12-mo yield$139 · $47 a year on $10k0.47%

−9.8%Worst dropSmaller is better[…]

12.6%VolatilityLower is calmer[…]

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

2–0DIA wins

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

More Ways to See the Pairs

DIA vs DFMC: Top 5 Holdings

Today

DIA

33.8%in top 5

DFMC

in top 52.0%

DIAStockDFMC

10.5%GSnot top 5

7.3%CATnot top 5

6.0%MSFTnot top 5

5.2%AMGNnot top 5

4.7%UNHnot top 5

not top 5FBP0.5%

not top 5CVSA0.4%

not top 5HURN0.4%

not top 5USLM0.4%

not top 5AIR0.4%

Held in common0.0%

End-of-day Nov 3, 2026 · share of each fund

DIA vs DFMC Returns, Every Period

SPDRDIA

+10.3%

past year

DFMCDimensional

[…]

past year

Returns […]

DIADFMCFaded: behind in that period

0–0Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

DIA vs DFMC

YTD

SPDRDIA

+8.8%

DFMCDimensional

[…]

+8.8%Year to date[…]

−9.8%Worst drop · 1Y[…]

12.6%Volatility · 1Y[…]

1.4%Yield0.5%

$45.1BAssets$7.6B

1–0DIA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFMC, DIA

Today

0.16%lowest, DIA

FundExpense ratioFee$10k

DIA0.16%$16

DFMC0.43%$43

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFMC, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

DFMC0.47%$47

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

DFMC$47 − $43 = $4

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFMC, DIA

Today

0.0%most shared, DFMC and DIA

DFMCDIA

DFMC—0.0%

DIA0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+10.3%DIA, at 12.6% volatility

DIAWorst drop−9.8%12.6% vol

DFMCWorst drop[…][…]

End-of-day Nov 3, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026