Compare · 3 funds side by side · dividends reinvested

DFUS, VUG and SPY

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,337SPY · best of the three

Story of the three · IncomeMost incomeSPY · 1.00% · $100 a year on $10k

Story of the three · RiskSmallest drop

DFUS, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$793B1.6

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.87%+12.1%+12.3%+21.6%+11.3%−9.0%14.1%$21.7B1.8

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.9%+3.5%+22.1%+10.3%−15.1%19.1%$233B2.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFUS 2001 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional U.S. Equity ETF · $21.7B$17,108

DFUS

VUG

Vanguard Morningstar Growth ETF · $233B$16,326

$10,000 five years ago, dividends reinvested · they hold 50.8% in common

DFUSMeasure

More Ways to See the Pairs

DFUS vs VUG: Top 5 Holdings

Today

DFUS

24.1%in top 5

VUG

in top 545.2%

DFUSStockVUG

5.5%NVDA13.5%

7.1%AAPL12.5%

5.4%MSFT9.7%

2.4%GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: DFUS, VUG, SPY

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFUS0.09%$9

SPY0.09%$9

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFUS, VUG, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 12, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.9%

SCHGSchwab

+5.6%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

VUG

+12.1%Year to dateJan 1 → Nov 12+4.9%

+12.3%1 yearTotal return+3.5%

+21.6%3 years · per year$10,000 became $17,995 · $18,215+22.1%

+11.3%5 years · per year$10,000 became $17,108 · $16,326+10.3%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.87%Trailing 12-mo yield$87 · $41 a year on $10k0.41%

−9.0%Worst dropSmaller is better−15.1%

14.1%VolatilityLower is calmer19.1%

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

6–2DFUS wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

3.7%AMZNnot top 5

Held in common50.8%

End-of-day Nov 12, 2026 · share of each fund

DFUS vs VUG Returns, Every Period

5Y

DimensionalDFUS

+11.3%

5 years, per year

VUGVanguard

+10.3%

5 years, per year

DFUSVUGFaded: behind in that period

3–1DFUS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFUS vs SPY

YTD

DimensionalDFUS

+12.1%

SPYSPDR

+11.9%

+12.1%Year to date+11.9%

−9.0%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.7%

0.9%Yield1.0%

$21.7BAssets$793B

3–1SPY wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.00%highest, SPY

FundTrailing yieldYield$10k

SPY1.00%$100

DFUS0.87%$87

VUG0.41%$41

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

Income After Fees on $10,000

1Y

$91most kept, SPY

SPY$100 − $9 = $91

DFUS$87 − $9 = $78

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFUS, VUG, SPY

Today

90.3%most shared, DFUS and SPY

DFUSVUGSPY

DFUS—50.8%90.3%

VUG50.8%—55.2%

SPY90.3%55.2%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.3%DFUS, at 14.1% volatility

SPYWorst drop−8.9%13.7% vol

DFUSWorst drop−9.0%14.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

SPYDFUS

+11.9%Year to date+12.1%

1.0%Yield0.9%

+12.0%Past year+12.3%

0.09%Fee0.09%

2–1DFUS wins

End-of-day Nov 12, 2026

+4.9%Year to date+5.6%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.0B

1–1level

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

Loading…

DFUS, VUG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three