Compare · 3 funds side by side · dividends reinvested

DFSE, SPYM and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,192SPYM · best of the three

02 / 04

DFSE, SPYM and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

Dimensional Emerging Markets Sustainability Core 1 ETFInternational · Emerging0.44%2.24%+4.3%+4.1%+16.8%[…]−17.1%24.2%$581M2.7

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFSE 2022 · SPYM 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional Emerging Markets Sustainability Core 1 ETF · $581M[…]

DFSE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

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

DFSEMeasureSPYM

+4.3%Year to dateJan 1 → Nov 6+8.8%

+4.1%1 yearTotal return+9.8%

+16.8%3 years · per year$10,000 became $15,915 · $18,082+21.8%

[…]5 years · per year$10,000 became […] · $17,192+11.4%

0.44%Expense ratio$44 · $2 a year on $10k · lower is better0.02%

2.24%Trailing 12-mo yield$224 · $105 a year on $10k1.05%

−17.1%Worst dropSmaller is better−8.9%

24.2%VolatilityLower is calmer13.6%

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

1–6SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFSE vs SPYM: Top 5 Holdings

Today

DFSE

18.6%in top 5

SPYM

in top 527.8%

DFSEStockSPYM

8.1%2330.TWnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

3.7%000660.Knot top 5

not top 5GOOGL2.6%

2.5%0700.HKnot top 5

2.5%SMSN.Lnot top 5

1.9%005930.Knot top 5

Held in common0.0%

End-of-day Nov 6, 2026 · share of each fund

DFSE vs SPYM Returns, Every Period

DimensionalDFSE

+4.1%

past year

SPYMSPDR

+9.8%

past year

DFSESPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

International vs Core: DFSE vs IVV

YTD

DimensionalDFSE

+4.3%

IVViShares

+8.7%

+4.3%Year to date+8.7%

−17.1%Worst drop · 1Y−8.9%

24.2%Volatility · 1Y13.6%

2.2%Yield1.1%

$581MAssets$850B

3–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFSE, SPYM, IVV

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

DFSE0.44%$44

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFSE, SPYM, IVV

2.24%highest, DFSE

FundTrailing yieldYield$10k

DFSE2.24%$224

IVV1.14%$114

SPYM1.05%$105

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, DFSE

DFSE$224 − $44 = $180

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFSE, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

DFSESPYMIVV

DFSE—0.0%0.0%

SPYM0.0%—99.9%

IVV0.0%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%SPYM, at 13.6% volatility

SPYMWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

DFSEWorst drop−17.1%24.2% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFSESPYM

+4.3%Year to date+8.8%

2.2%Yield1.1%

+4.1%Past year+9.8%

0.44%Fee0.02%

3–1SPYM wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026