Compare · 3 funds side by side · dividends reinvested

DFVX, SPYM and SPY

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

02 / 04

DFVX, SPYM and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.14%+12.8%+16.4%[…][…]−7.2%11.6%$560M1.3

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%$182B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFVX 2023 · SPYM 2005 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

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

DFVX

SPYM

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

$10,000 five years ago, dividends reinvested · they hold 54.7% in common

DFVXMeasureSPYM

+12.8%Year to dateJan 1 → Nov 5+8.4%

+16.4%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

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

0.19%Expense ratio$19 · $2 a year on $10k · lower is better0.02%

1.14%Trailing 12-mo yield$114 · $106 a year on $10k1.06%

−7.2%Worst dropSmaller is better−8.9%

11.6%VolatilityLower is calmer13.6%

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

5–1DFVX wins

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

More Ways to See the Pairs

DFVX vs SPYM: Top 5 Holdings

Today

DFVX

21.1%in top 5

SPYM

in top 527.7%

DFVXStockSPYM

not top 5AAPL7.7%

not top 5NVDA7.3%

6.6%MSFT6.2%

5.2%AMZN3.9%

4.4%METAnot top 5

2.4%GOOGL2.6%

2.5%JPMnot top 5

Held in common54.7%

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

DFVX vs SPYM Returns, Every Period

DimensionalDFVX

+16.4%

past year

SPYMSPDR

+9.8%

past year

DFVXSPYMFaded: behind in that period

2–0DFVX wins

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

DFVX vs SPYM

YTD

DimensionalDFVX

+12.8%

SPYMSPDR

+8.4%

+12.8%Year to date+8.4%

−7.2%Worst drop · 1Y−8.9%

11.6%Volatility · 1Y13.6%

1.1%Yield1.1%

$560MAssets$182B

3–0DFVX wins

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

Cost, Income and Risk

Fees: DFVX, SPYM, SPY

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

SPY0.09%$9

DFVX0.19%$19

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

Yields: DFVX, SPYM, SPY

1.14%highest, DFVX

FundTrailing yieldYield$10k

DFVX1.14%$114

SPYM1.06%$106

SPY1.03%$103

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

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

DFVX$114 − $19 = $95

SPY$103 − $9 = $94

KeptFee

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

Overlap: DFVX, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DFVXSPYMSPY

DFVX—54.7%54.6%

SPYM54.7%—99.9%

SPY54.6%99.9%—

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

Return vs Bumpiness: 3 ETFs

+16.4%DFVX, at 11.6% volatility

DFVXWorst drop−7.2%11.6% vol

SPYMWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DFVXSPYM

+12.8%Year to date+8.4%

1.1%Yield1.1%

+16.4%Past year+9.8%

0.19%Fee0.02%

2–1DFVX wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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