Compare · 2 funds side by side · dividends reinvested

DFSU and DIA

DFSUDimensional×DIASPDR×

Versus in desk

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

02 / 04

DFSU and DIA, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Sustainability Core 1 ETFUS Stock Styles · Large cap0.15%0.83%+10.4%+11.5%+23.0%[…]−10.1%12.9%$2.4B1.4

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%$45.1B1.5

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: DFSU 2022 · DIA 1998

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Sustainability Core 1 ETF · $2.4B[…]

DFSU

DIA

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

$10,000 five years ago, dividends reinvested · they hold 25.5% in common

DFSUMeasureDIA

+10.4%Year to dateJan 1 → Nov 3+8.8%

+11.5%1 yearTotal return+10.3%

+23.0%3 years · per year$10,000 became $18,609 · $16,728+18.7%

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

0.15%Expense ratio$15 · $16 a year on $10k · lower is better0.16%

0.83%Trailing 12-mo yield$83 · $139 a year on $10k1.39%

−10.1%Worst dropSmaller is better−9.8%

12.9%VolatilityLower is calmer12.6%

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

4–3DFSU wins

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

More Ways to See the Pairs

DFSU vs DIA: Top 5 Holdings

Today

DFSU

22.0%in top 5

DIA

in top 533.8%

DFSUStockDIA

not top 5GS10.5%

not top 5CAT7.3%

6.6%AAPLnot top 5

6.5%NVDAnot top 5

3.3%MSFT6.0%

not top 5AMGN5.2%

not top 5UNH4.7%

3.0%AMZNnot top 5

2.6%METAnot top 5

Held in common25.5%

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

DFSU vs DIA Returns, Every Period

DimensionalDFSU

+11.5%

past year

DIASPDR

+10.3%

past year

DFSUDIAFaded: behind in that period

3–0DFSU wins

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

DFSU vs DIA

YTD

DimensionalDFSU

+10.4%

DIASPDR

+8.8%

+10.4%Year to date+8.8%

−10.1%Worst drop · 1Y−9.8%

12.9%Volatility · 1Y12.6%

0.8%Yield1.4%

$2.4BAssets$45.1B

3–1DIA wins

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

Cost, Income and Risk

Fees: DFSU, DIA

Today

0.15%lowest, DFSU

FundExpense ratioFee$10k

DFSU0.15%$15

DIA0.16%$16

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

Yields: DFSU, DIA

1.39%highest, DIA

FundTrailing yieldYield$10k

DIA1.39%$139

DFSU0.83%$83

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

Income After Fees on $10,000

$123most kept, DIA

DIA$139 − $16 = $123

DFSU$83 − $15 = $68

KeptFee

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

Overlap: DFSU, DIA

Today

25.5%most shared, DFSU and DIA

DFSUDIA

DFSU—25.5%

DIA25.5%—

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

Return vs Bumpiness: 2 ETFs

+11.5%DFSU, at 12.9% volatility

DIAWorst drop−9.8%12.6% vol

DFSUWorst drop−10.1%12.9% vol

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

Paid More vs Made More

YTD

DIADFSU

+8.8%Year to date+10.4%

1.4%Yield0.8%

+10.3%Past year+11.5%

0.16%Fee0.15%

3–1DFSU wins

End-of-day Nov 3, 2026

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