Compare · 2 funds side by side · dividends reinvested

DVAL and SPY

DVALFranklin Templeton×SPYSPDR×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,358SPY · best of the two

Story of the two · IncomeMost incomeDVAL · 5.15% · $515 a year on $10k

Story of the two · RiskSmallest drop

DVAL and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

BrandywineGLOBAL-Dynamic US Large Cap Value ETFInternational · Global0.49%5.15%+13.0%+15.8%+15.6%[…]−6.2%10.4%$60M1.3

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B1.6

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

End-of-day Nov 10, 2026 · returns include dividends · since: DVAL 2006 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

BrandywineGLOBAL-Dynamic US Large Cap Value ETF · $60M[…]

DVAL

SPY

State Street SPDR S&P 500 ETF · $778B$17,358

$10,000 five years ago, dividends reinvested

DVALMeasureSPY

+13.0%

More Ways to See the Pairs

DVAL vs SPY: Top 5 Holdings

Today

DVAL

[…]in top 5

SPY

in top 527.3%

DVALStockSPY

not top 5AAPL7.9%

not top 5NVDA6.6%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Cost, Income and Risk

Fees: DVAL, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DVAL0.49%$49

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

Yields: DVAL, SPY

1Y

5.15%highest, DVAL

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

Year to dateJan 1 → Nov 10

+10.8%

+15.8%1 yearTotal return+13.0%

+15.6%3 years · per year$10,000 became $15,457 · $17,888+21.4%

[…]5 years · per year$10,000 became […] · $17,358+11.7%

0.49%Expense ratio$49 · $9 a year on $10k · lower is better0.09%

5.15%Trailing 12-mo yield$515 · $101 a year on $10k1.01%

−6.2%Worst dropSmaller is better−8.9%

10.4%VolatilityLower is calmer13.8%

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

5–2DVAL wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 10, 2026 · share of each fund

DVAL vs SPY Returns, Every Period

1Y

Franklin TempletonDVAL

+15.8%

past year

SPYSPDR

+13.0%

past year

DVALSPYFaded: behind in that period

2–1DVAL wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

International vs Core: DVAL vs SPY

YTD

Franklin TempletonDVAL

+13.0%

SPYSPDR

+10.8%

+13.0%Year to date+10.8%

−6.2%Worst drop · 1Y−8.9%

10.4%Volatility · 1Y13.8%

5.2%Yield1.0%

$59.8MAssets$778B

4–0DVAL wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

$10k

DVAL5.15%$515

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$466most kept, DVAL

DVAL$515 − $49 = $466

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: DVAL, SPY

Today

[…]holdings […]

DVALSPY

DVAL—[…]

SPY[…]—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+15.8%DVAL, at 10.4% volatility

DVALWorst drop−6.2%10.4% vol

SPYWorst drop−8.9%13.8% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DVALSPY

+13.0%Year to date+10.8%

5.2%Yield1.0%

+15.8%Past year+13.0%

0.49%Fee0.09%

3–1DVAL wins

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 10, 2026

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DVAL and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two