Compare · 2 funds side by side · dividends reinvested

DXIV and SPY

DXIVDimensional×SPYSPDR×

Versus in desk

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

02 / 04

DXIV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$805B1.4

Dimensional - International Vector Equity ETFInternational · Ex-US broad0.53%2.39%+14.4%+22.1%[…][…]−10.9%14.3%$237M1.5

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: DXIV 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Vector Equity ETF · $237M[…]

DXIV

SPY

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

$10,000 five years ago, dividends reinvested · they hold 0.5% in common

DXIVMeasureSPY

+14.4%Year to dateJan 1 → Nov 5+13.3%

+22.1%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%

0.53%Expense ratio$53 · $9 a year on $10k · lower is better0.09%

2.39%Trailing 12-mo yield$239 · $99 a year on $10k0.99%

−10.9%Worst dropSmaller is better−8.9%

14.3%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

DXIV vs SPY: Top 5 Holdings

Today

DXIV

4.0%in top 5

SPY

in top 527.7%

DXIVStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

1.0%ASMLnot top 5

1.0%ROP.SWnot top 5

0.8%SHELnot top 5

0.7%BHP.AXnot top 5

0.6%TTE.PAnot top 5

Held in common0.5%

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

DXIV vs SPY Returns, Every Period

DimensionalDXIV

+22.1%

past year

SPYSPDR

+13.4%

past year

DXIVSPYFaded: behind in that period

2–0DXIV wins

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

International vs Core: DXIV vs SPY

YTD

DimensionalDXIV

+14.4%

SPYSPDR

+13.3%

+14.4%Year to date+13.3%

−10.9%Worst drop · 1Y−8.9%

14.3%Volatility · 1Y12.9%

2.4%Yield1.0%

$237MAssets$805B

2–2level

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

Cost, Income and Risk

Fees: DXIV, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DXIV0.53%$53

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

Yields: DXIV, SPY

2.39%highest, DXIV

FundTrailing yieldYield$10k

DXIV2.39%$239

SPY0.99%$99

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

Income After Fees on $10,000

$186most kept, DXIV

DXIV$239 − $53 = $186

SPY$99 − $9 = $90

KeptFee

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

Overlap: DXIV, SPY

Today

0.5%most shared, DXIV and SPY

DXIVSPY

DXIV—0.5%

SPY0.5%—

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

Return vs Bumpiness: 2 ETFs

+22.1%DXIV, at 14.3% volatility

SPYWorst drop−8.9%12.9% vol

DXIVWorst drop−10.9%14.3% vol

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

Paid More vs Made More

YTD

DXIVSPY

+14.4%Year to date+13.3%

2.4%Yield1.0%

+22.1%Past year+13.4%

0.53%Fee0.09%

3–1DXIV wins

End-of-day Nov 5, 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 5, 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 5, 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 5, 2026