Compare · 2 funds side by side · dividends reinvested

DISV and SPY

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

DISV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Small Cap Value ETFInternational · Ex-US broad0.42%2.70%+13.0%+23.2%+25.7%[…]−12.7%15.3%$5.1B1.4

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%$805B1.5

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: DISV 2022 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Small Cap Value ETF · $5.1B[…]

DISV

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DISVMeasureSPY

+13.0%Year to dateJan 1 → Nov 5+8.3%

+23.2%1 yearTotal return+9.7%

+25.7%3 years · per year$10,000 became $19,849 · $18,174+22.0%

[…]5 years · per year$10,000 became […] · $17,099+11.3%

0.42%Expense ratio$42 · $9 a year on $10k · lower is better0.09%

2.70%Trailing 12-mo yield$270 · $103 a year on $10k1.03%

−12.7%Worst dropSmaller is better−8.9%

15.3%VolatilityLower is calmer13.6%

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

4–3DISV wins

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

More Ways to See the Pairs

DISV vs SPY: Top 5 Holdings

Today

DISV

3.8%in top 5

SPY

in top 527.7%

DISVStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.9%SPSN.SWnot top 5

0.8%KGF.Lnot top 5

0.7%EVK.DEnot top 5

0.7%SYENS.BRnot top 5

0.7%BTGnot top 5

Held in common0.0%

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

DISV vs SPY Returns, Every Period

DimensionalDISV

+23.2%

past year

SPYSPDR

+9.7%

past year

DISVSPYFaded: behind in that period

3–0DISV wins

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

International vs Core: DISV vs SPY

YTD

DimensionalDISV

+13.0%

SPYSPDR

+8.3%

+13.0%Year to date+8.3%

−12.7%Worst drop · 1Y−8.9%

15.3%Volatility · 1Y13.6%

2.7%Yield1.0%

$5.1BAssets$805B

2–2level

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

Cost, Income and Risk

Fees: DISV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DISV0.42%$42

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

Yields: DISV, SPY

2.70%highest, DISV

FundTrailing yieldYield$10k

DISV2.70%$270

SPY1.03%$103

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

Income After Fees on $10,000

$228most kept, DISV

DISV$270 − $42 = $228

SPY$103 − $9 = $94

KeptFee

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

Overlap: DISV, SPY

Today

0.0%most shared, DISV and SPY

DISVSPY

DISV—0.0%

SPY0.0%—

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

Return vs Bumpiness: 2 ETFs

+23.2%DISV, at 15.3% volatility

SPYWorst drop−8.9%13.6% vol

DISVWorst drop−12.7%15.3% vol

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

Paid More vs Made More

YTD

DISVSPY

+13.0%Year to date+8.3%

2.7%Yield1.0%

+23.2%Past year+9.7%

0.42%Fee0.09%

3–1DISV 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