Compare · 2 funds side by side · dividends reinvested

DFVX and SPY

DFVXDimensional×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

DFVX and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.10%+16.8%+19.6%[…][…]−7.2%11.1%$560M1.2

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%$805B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFVX 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional US Large Cap Vector ETF · $560M[…]

DFVX

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 54.4% in common

DFVXMeasureSPY

+16.8%Year to dateJan 1 → Nov 4+13.3%

+19.6%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.19%Expense ratio$19 · $9 a year on $10k · lower is better0.09%

1.10%Trailing 12-mo yield$110 · $99 a year on $10k0.99%

−7.2%Worst dropSmaller is better−8.9%

11.1%VolatilityLower is calmer12.9%

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

5–1DFVX wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFVX vs SPY: Top 5 Holdings

Today

DFVX

20.6%in top 5

SPY

in top 527.3%

DFVXStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

6.3%MSFT5.9%

5.0%AMZN3.8%

4.4%METAnot top 5

not top 5GOOGL2.5%

2.4%JPMnot top 5

2.4%XOMnot top 5

Held in common54.4%

End-of-day Nov 4, 2026 · share of each fund

DFVX vs SPY Returns, Every Period

DimensionalDFVX

+19.6%

past year

SPYSPDR

+13.4%

past year

DFVXSPYFaded: behind in that period

2–0DFVX wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFVX vs SPY

YTD

DimensionalDFVX

+16.8%

SPYSPDR

+13.3%

+16.8%Year to date+13.3%

−7.2%Worst drop · 1Y−8.9%

11.1%Volatility · 1Y12.9%

1.1%Yield1.0%

$560MAssets$805B

4–0DFVX wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFVX, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFVX0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFVX, SPY

1.10%highest, DFVX

FundTrailing yieldYield$10k

DFVX1.10%$110

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$91most kept, DFVX

DFVX$110 − $19 = $91

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFVX, SPY

Today

54.4%most shared, DFVX and SPY

DFVXSPY

DFVX—54.4%

SPY54.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.6%DFVX, at 11.1% volatility

DFVXWorst drop−7.2%11.1% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFVXSPY

+16.8%Year to date+13.3%

1.1%Yield1.0%

+19.6%Past year+13.4%

0.19%Fee0.09%

3–1DFVX wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

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 4, 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 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026