Compare · 2 funds side by side · dividends reinvested

DIA and DFUS

DIASPDR×DFUSDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,889DFUS · best of the two

02 / 04

DIA and DFUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.5%+9.9%+22.1%+11.1%−9.0%13.9%$20.8B1.4

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$45.9B1.6

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: DIA 1998 · DFUS 2001

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.8B$16,889

DFUS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.9B$15,693

$10,000 five years ago, dividends reinvested · they hold 28.3% in common

DFUSMeasureDIA

+8.5%Year to dateJan 1 → Nov 5+8.2%

+9.9%1 yearTotal return+10.8%

+22.1%3 years · per year$10,000 became $18,189 · $16,322+17.7%

+11.1%5 years · per year$10,000 became $16,889 · $15,693+9.4%

0.09%Expense ratio$9 · $16 a year on $10k · lower is better0.16%

0.90%Trailing 12-mo yield$90 · $140 a year on $10k1.40%

−9.0%Worst dropSmaller is better−9.8%

13.9%VolatilityLower is calmer13.4%

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

5–3DFUS wins

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

More Ways to See the Pairs

DFUS vs DIA: Top 5 Holdings

Today

DFUS

24.9%in top 5

DIA

in top 533.3%

DFUSStockDIA

not top 5GS10.3%

6.9%AAPLnot top 5

not top 5CAT6.6%

6.3%NVDAnot top 5

5.7%MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

3.7%AMZNnot top 5

2.3%GOOGLnot top 5

Held in common28.3%

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

DFUS vs DIA Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

DIASPDR

+9.4%

5 years, per year

DFUSDIAFaded: behind in that period

3–1DFUS wins

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

DFUS vs DIA

YTD

DimensionalDFUS

+8.5%

DIASPDR

+8.2%

+8.5%Year to date+8.2%

−9.0%Worst drop · 1Y−9.8%

13.9%Volatility · 1Y13.4%

0.9%Yield1.4%

$20.8BAssets$45.9B

2–2level

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

Cost, Income and Risk

Fees: DIA, DFUS

Today

0.09%lowest, DFUS

FundExpense ratioFee$10k

DFUS0.09%$9

DIA0.16%$16

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

Yields: DIA, DFUS

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

DFUS0.90%$90

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

DFUS$90 − $9 = $81

KeptFee

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

Overlap: DIA, DFUS

Today

28.3%most shared, DIA and DFUS

DIADFUS

DIA—28.3%

DFUS28.3%—

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

Return vs Bumpiness: 2 ETFs

+10.8%DIA, at 13.4% volatility

DIAWorst drop−9.8%13.4% vol

DFUSWorst drop−9.0%13.9% vol

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

Paid More vs Made More

YTD

DIADFUS

+8.2%Year to date+8.5%

1.4%Yield0.9%

+10.8%Past year+9.9%

0.16%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026