Compare · 2 funds side by side · dividends reinvested

DFSE and SPYM

DFSEDimensional×SPYMSPDR×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,277SPYM · best of the two

Story of the two · IncomeMost incomeDFSE · 2.17% · $217 a year on $10k

Story of the two · RiskSmallest drop

DFSE and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.5%+11.6%+21.5%+11.6%−8.9%13.7%$186B1.1

Dimensional Emerging Markets Sustainability Core 1 ETFInternational · Emerging0.44%2.17%+7.3%+6.4%+16.3%[…]−17.1%24.5%$583M1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFSE 2022 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional Emerging Markets Sustainability Core 1 ETF · $583M[…]

DFSE

SPYM

State Street SPDR Portfolio S&P 500 ETF · $186B$17,277

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

DFSEMeasureSPYM

+7.3%

More Ways to See the Pairs

DFSE vs SPYM: Top 5 Holdings

Today

DFSE

19.0%in top 5

SPYM

in top 526.8%

DFSEStockSPYM

8.4%2330.TWnot top 5

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

not top 5AMZN

Cost, Income and Risk

Fees: DFSE, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFSE0.44%$44

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFSE, SPYM

1Y

2.17%highest, DFSE

FundTrailing yield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Year to dateJan 1 → Nov 13

+11.5%

+6.4%1 yearTotal return+11.6%

+16.3%3 years · per year$10,000 became $15,746 · $17,930+21.5%

[…]5 years · per year$10,000 became […] · $17,277+11.6%

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

2.17%Trailing 12-mo yield$217 · $103 a year on $10k1.03%

−17.1%Worst dropSmaller is better−8.9%

24.5%VolatilityLower is calmer13.7%

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

1–6SPYM wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.0%

3.7%000660.Knot top 5

2.7%SMSN.Lnot top 5

not top 5GOOGL2.6%

2.3%0700.HKnot top 5

2.0%005930.Knot top 5

Held in common0.0%

End-of-day Nov 13, 2026 · share of each fund

DFSE vs SPYM Returns, Every Period

1Y

DimensionalDFSE

+6.4%

past year

SPYMSPDR

+11.6%

past year

DFSESPYMFaded: behind in that period

0–3SPYM wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

International vs Core: DFSE vs SPYM

YTD

DimensionalDFSE

+7.3%

SPYMSPDR

+11.5%

+7.3%Year to date+11.5%

−17.1%Worst drop · 1Y−8.9%

24.5%Volatility · 1Y13.7%

2.2%Yield1.0%

$583MAssets$186B

3–1SPYM wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

DFSE2.17%$217

SPYM1.03%$103

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$173most kept, DFSE

DFSE$217 − $44 = $173

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFSE, SPYM

Today

0.0%most shared, DFSE and SPYM

DFSESPYM

DFSE—0.0%

SPYM0.0%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+11.6%SPYM, at 13.7% volatility

SPYMWorst drop−8.9%13.7% vol

DFSEWorst drop−17.1%24.5% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFSESPYM

+7.3%Year to date+11.5%

2.2%Yield1.0%

+6.4%Past year+11.6%

0.44%Fee0.02%

3–1SPYM wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.5BAssets$47.1B

1–1level

End-of-day Nov 13, 2026

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DFSE and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two