Compare · 2 funds side by side · dividends reinvested

DFUS and SPYM

DFUSDimensional×SPYMSPDR×

Versus in desk

02 / 04

−0.1%

BNDX−0.1%

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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 incomeSPYM · 1.03% · $103 a year on $10k

Story of the two · RiskSmallest drop

DFUS 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%$186B1.4

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.7%+11.9%+21.5%+11.2%−9.0%14.1%$21.6B1.6

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: DFUS 2001 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SPYM

DFUS

Dimensional U.S. Equity ETF · $21.6B$16,973

$10,000 five years ago, dividends reinvested · they hold 90.3% in common

SPYMMeasureDFUS

+11.5%

More Ways to See the Pairs

SPYM vs DFUS: Top 5 Holdings

Today

SPYM

26.8%in top 5

DFUS

in top 524.0%

SPYMStockDFUS

7.9%AAPL7.1%

6.4%NVDA5.3%

5.9%MSFT5.4%

4.0%AMZN3.8%

2.6%

Cost, Income and Risk

Fees: DFUS, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFUS0.09%$9

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

Yields: DFUS, SPYM

1Y

1.03%highest, SPYM

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

+11.7%

+11.6%1 yearTotal return+11.9%

+21.5%3 years · per year$10,000 became $17,930 · $17,932+21.5%

+11.6%5 years · per year$10,000 became $17,277 · $16,973+11.2%

0.02%Expense ratio$2 · $9 a year on $10k · lower is better0.09%

1.03%Trailing 12-mo yield$103 · $88 a year on $10k0.88%

−8.9%Worst dropSmaller is better−9.0%

13.7%VolatilityLower is calmer14.1%

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

5–2SPYM wins

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

GOOGL

not top 5

not top 5AVGO2.4%

Held in common90.3%

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

SPYM vs DFUS Returns, Every Period

5Y

SPDRSPYM

+11.6%

5 years, per year

DFUSDimensional

+11.2%

5 years, per year

SPYMDFUSFaded: behind in that period

1–2DFUS wins

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

Core vs Stocks: SPYM vs DFUS

YTD

SPDRSPYM

+11.5%

DFUSDimensional

+11.7%

+11.5%Year to date+11.7%

−8.9%Worst drop · 1Y−9.0%

13.7%Volatility · 1Y14.1%

1.0%Yield0.9%

$186BAssets$21.6B

3–1SPYM wins

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

Yield

$10k

SPYM1.03%$103

DFUS0.88%$88

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

Income After Fees on $10,000

1Y

$101most kept, SPYM

SPYM$103 − $2 = $101

DFUS$88 − $9 = $79

KeptFee

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

Overlap: DFUS, SPYM

Today

90.3%most shared, DFUS and SPYM

DFUSSPYM

DFUS—90.3%

SPYM90.3%—

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

Return vs Bumpiness: 2 ETFs

1Y

+11.9%DFUS, at 14.1% volatility

SPYMWorst drop−8.9%13.7% vol

DFUSWorst drop−9.0%14.1% vol

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

Paid More vs Made More

YTD

SPYMDFUS

+11.5%Year to date+11.7%

1.0%Yield0.9%

+11.6%Past year+11.9%

0.02%Fee0.09%

2–2level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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DFUS and SPYM

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two