Compare · 3 funds side by side · dividends reinvested

DFUS, SPY and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

DFUS, SPY and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.86%+13.4%+13.6%+24.2%+12.3%−9.0%13.2%$21.8B2.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFUS 2001 · SPY 1993 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $21.8B$16,889

DFUS

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 90.5% in common

DFUSMeasureSPY

+13.4%Year to dateJan 1 → Nov 5+13.3%

+13.6%1 yearTotal return+13.4%

+24.2%3 years · per year$10,000 became $19,145 · $19,132+24.1%

+12.3%5 years · per year$10,000 became $17,837 · $18,060+12.6%

0.09%Expense ratio$9 · $9 a year on $10k · lower is better0.09%

0.86%Trailing 12-mo yield$86 · $99 a year on $10k0.99%

−9.0%Worst dropSmaller is better−8.9%

13.2%VolatilityLower is calmer12.9%

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

3–4SPY wins

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

More Ways to See the Pairs

DFUS vs SPY: Top 5 Holdings

Today

DFUS

24.9%in top 5

SPY

in top 527.7%

DFUSStockSPY

6.9%AAPL7.7%

6.3%NVDA7.3%

5.7%MSFT6.2%

3.7%AMZN3.9%

2.3%GOOGL2.6%

Held in common90.5%

End-of-day Nov 5, 2026 · share of each fund

DFUS vs SPY Returns, Every Period

DimensionalDFUS

+12.3%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

DFUSSPYFaded: behind in that period

3–1DFUS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFUS vs VOO

YTD

DimensionalDFUS

+13.4%

VOOVanguard

+13.4%

+13.4%Year to date+13.4%

−9.0%Worst drop · 1Y−8.9%

13.2%Volatility · 1Y12.8%

0.9%Yield1.1%

$21.8BAssets$1.00T

3–0VOO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFUS, SPY, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFUS0.09%$9

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFUS, SPY, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

SPY0.99%$99

DFUS0.86%$86

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

SPY$99 − $9 = $90

DFUS$86 − $9 = $77

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFUS, SPY, VOO

Today

93.5%most shared, SPY and VOO

DFUSSPYVOO

DFUS—90.5%87.6%

SPY90.5%—93.5%

VOO87.6%93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.6%DFUS, at 13.2% volatility

VOOWorst drop−8.9%12.8% vol

SPYWorst drop−8.9%12.9% vol

DFUSWorst drop−9.0%13.2% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOODFUS

+13.4%Year to date+13.4%

1.1%Yield0.9%

+13.5%Past year+13.6%

0.03%Fee0.09%

2–1VOO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026