Compare · 2 funds side by side · dividends reinvested

DFUV and SPYM

DFUVDimensional×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

DFUV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.32%+20.5%+27.1%+21.6%[…]−6.0%11.8%$16.0B1.3

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFUV 1998 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Marketwide Value ETF · $16.0B[…]

DFUV

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 35.6% in common

DFUVMeasureSPYM

+20.5%Year to dateJan 1 → Nov 5+8.4%

+27.1%1 yearTotal return+9.8%

+21.6%3 years · per year$10,000 became $17,966 · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.21%Expense ratio$21 · $2 a year on $10k · lower is better0.02%

1.32%Trailing 12-mo yield$132 · $106 a year on $10k1.06%

−6.0%Worst dropSmaller is better−8.9%

11.8%VolatilityLower is calmer13.6%

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

5–2DFUV wins

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

More Ways to See the Pairs

DFUV vs SPYM: Top 5 Holdings

Today

DFUV

18.5%in top 5

SPYM

in top 527.7%

DFUVStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

4.9%AMZN3.9%

4.4%JPMnot top 5

3.9%XOMnot top 5

3.2%BRK-Bnot top 5

not top 5GOOGL2.6%

2.2%CVXnot top 5

Held in common35.6%

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

DFUV vs SPYM Returns, Every Period

DimensionalDFUV

+27.1%

past year

SPYMSPDR

+9.8%

past year

DFUVSPYMFaded: behind in that period

2–1DFUV wins

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

Stocks vs Core: DFUV vs SPYM

YTD

DimensionalDFUV

+20.5%

SPYMSPDR

+8.4%

+20.5%Year to date+8.4%

−6.0%Worst drop · 1Y−8.9%

11.8%Volatility · 1Y13.6%

1.3%Yield1.1%

$16.0BAssets$182B

4–0DFUV wins

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

Cost, Income and Risk

Fees: DFUV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFUV0.21%$21

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

Yields: DFUV, SPYM

1.32%highest, DFUV

FundTrailing yieldYield$10k

DFUV1.32%$132

SPYM1.06%$106

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

Income After Fees on $10,000

$111most kept, DFUV

DFUV$132 − $21 = $111

SPYM$106 − $2 = $104

KeptFee

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

Overlap: DFUV, SPYM

Today

35.6%most shared, DFUV and SPYM

DFUVSPYM

DFUV—35.6%

SPYM35.6%—

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

Return vs Bumpiness: 2 ETFs

+27.1%DFUV, at 11.8% volatility

DFUVWorst drop−6.0%11.8% vol

SPYMWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DFUVSPYM

+20.5%Year to date+8.4%

1.3%Yield1.1%

+27.1%Past year+9.8%

0.21%Fee0.02%

3–1DFUV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026