Compare · 3 funds side by side · dividends reinvested

DFSV, SPYM and VOO

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,429SPYM · best of the three

Story of the three · IncomeMost incomeDFSV · 1.39% · $139 a year on $10k

Story of the three · RiskSmallest drop

DFSV, SPYM and VOO, 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%+10.9%+13.1%+21.5%+11.8%−8.9%13.7%$179B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.08%+10.9%+13.1%+21.5%+11.7%−8.9%13.7%$1.00T2.1

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.39%+20.6%+26.9%+17.3%[…]−9.4%15.2%$27.7B2.1

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

End-of-day Nov 10, 2026 · returns include dividends · since: DFSV 1993 · SPYM 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Small Cap Value Portfolio ETF Class Shares · $27.7B[…]

DFSV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $179B$17,429

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

DFSV

More Ways to See the Pairs

DFSV vs SPYM: Top 5 Holdings

Today

DFSV

3.7%in top 5

SPYM

in top 527.3%

DFSVStockSPYM

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: DFSV, SPYM, VOO

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

VOO0.03%$3

DFSV0.31%$31

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

Yields: DFSV, SPYM, VOO

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

Measure

SPYM

+20.6%Year to dateJan 1 → Nov 10+10.9%

+26.9%1 yearTotal return+13.1%

+17.3%3 years · per year$10,000 became $16,132 · $17,936+21.5%

[…]5 years · per year$10,000 became […] · $17,429+11.8%

0.31%Expense ratio$31 · $2 a year on $10k · lower is better0.02%

1.39%Trailing 12-mo yield$139 · $103 a year on $10k1.03%

−9.4%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.7%

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

3–4SPYM wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.9%ELANnot top 5

0.7%SWKSnot top 5

0.7%IVZnot top 5

0.7%SWKnot top 5

0.7%SSBnot top 5

Held in common0.4%

End-of-day Nov 10, 2026 · share of each fund

DFSV vs SPYM Returns, Every Period

1Y

DimensionalDFSV

+26.9%

past year

SPYMSPDR

+13.1%

past year

DFSVSPYMFaded: behind in that period

2–1DFSV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFSV vs VOO

YTD

DimensionalDFSV

+20.6%

VOOVanguard

+10.9%

+20.6%Year to date+10.9%

−9.4%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.7%

1.4%Yield1.1%

$27.7BAssets$1.00T

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.39%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.39%$139

VOO1.08%$108

SPYM1.03%$103

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, DFSV

DFSV$139 − $31 = $108

VOO$108 − $3 = $105

SPYM$103 − $2 = $101

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DFSV, SPYM, VOO

Today

93.0%most shared, SPYM and VOO

DFSVSPYMVOO

DFSV—0.4%0.3%

SPYM0.4%—93.0%

VOO0.3%93.0%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+26.9%DFSV, at 15.2% volatility

VOOWorst drop−8.9%13.7% vol

SPYMWorst drop−8.9%13.7% vol

DFSVWorst drop−9.4%15.2% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFSVSPYM

+20.6%Year to date+10.9%

1.4%Yield1.0%

+26.9%Past year+13.1%

0.31%Fee0.02%

3–1DFSV wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

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DFSV, SPYM and VOO

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three