Compare · 2 funds side by side · dividends reinvested

DXIV and SPYM

DXIVDimensional×SPYMSPDR×

Versus in desk

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

02 / 04

DXIV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$182B1.4

Dimensional - International Vector Equity ETFInternational · Ex-US broad0.53%2.44%+12.0%+20.3%[…][…]−10.9%14.5%$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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

DXIV

SPYM

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

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

DXIVMeasureSPYM

+12.0%Year to dateJan 1 → Nov 5+8.4%

+20.3%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%

0.53%Expense ratio$53 · $2 a year on $10k · lower is better0.02%

2.44%Trailing 12-mo yield$244 · $106 a year on $10k1.06%

−10.9%Worst dropSmaller is better−8.9%

14.5%VolatilityLower is calmer13.6%

DXIVSPYM 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 SPYM: Top 5 Holdings

Today

DXIV

4.0%in top 5

SPYM

in top 527.7%

DXIVStockSPYM

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 SPYM Returns, Every Period

DimensionalDXIV

+20.3%

past year

SPYMSPDR

+9.8%

past year

DXIVSPYMFaded: 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 SPYM

YTD

DimensionalDXIV

+12.0%

SPYMSPDR

+8.4%

+12.0%Year to date+8.4%

−10.9%Worst drop · 1Y−8.9%

14.5%Volatility · 1Y13.6%

2.4%Yield1.1%

$237MAssets$182B

2–2level

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

Cost, Income and Risk

Fees: DXIV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DXIV0.53%$53

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

Yields: DXIV, SPYM

2.44%highest, DXIV

FundTrailing yieldYield$10k

DXIV2.44%$244

SPYM1.06%$106

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

Income After Fees on $10,000

$191most kept, DXIV

DXIV$244 − $53 = $191

SPYM$106 − $2 = $104

KeptFee

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

Overlap: DXIV, SPYM

Today

0.5%most shared, DXIV and SPYM

DXIVSPYM

DXIV—0.5%

SPYM0.5%—

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

Return vs Bumpiness: 2 ETFs

+20.3%DXIV, at 14.5% volatility

SPYMWorst drop−8.9%13.6% vol

DXIVWorst drop−10.9%14.5% vol

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

Paid More vs Made More

YTD

DXIVSPYM

+12.0%Year to date+8.4%

2.4%Yield1.1%

+20.3%Past year+9.8%

0.53%Fee0.02%

3–1DXIV 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