Compare · 2 funds side by side · dividends reinvested

SPY and DFIP

SPYSPDR×DFIPDimensional×

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

SPY and DFIP, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$819B1.4

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%−0.4%+4.9%[…]−4.3%3.7%$1.1B1.6

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: SPY 1993 · DFIP 2021

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $819B$17,099

SPY

DFIP

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

$10,000 five years ago, dividends reinvested

SPYMeasureDFIP

+8.3%Year to dateJan 1 → Nov 5−0.1%

+9.7%1 yearTotal return−0.4%

+22.0%3 years · per year$10,000 became $18,174 · $11,548+4.9%

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

0.09%Expense ratio$9 · $11 a year on $10k · lower is better0.11%

1.03%Trailing 12-mo yield$103 · $531 a year on $10k5.31%

−8.9%Worst dropSmaller is better−4.3%

13.6%VolatilityLower is calmer3.7%

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

4–3SPY wins

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

More Ways to See the Pairs

SPY vs DFIP: Top 5 Holdings

Today

SPY

27.7%in top 5

DFIP

in top 5[…]

SPYStockDFIP

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

SPY vs DFIP Returns, Every Period

SPDRSPY

+9.7%

past year

DFIPDimensional

−0.4%

past year

SPYDFIPFaded: behind in that period

3–0SPY wins

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

Core vs Bonds: SPY vs DFIP

YTD

SPDRSPY

+8.3%

DFIPDimensional

−0.1%

+8.3%Year to date−0.1%

−8.9%Worst drop · 1Y−4.3%

13.6%Volatility · 1Y3.7%

1.0%Yield5.3%

$819BAssets$1.1B

3–1DFIP wins

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

Cost, Income and Risk

Fees: SPY, DFIP

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

DFIP0.11%$11

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

Yields: SPY, DFIP

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

SPY1.03%$103

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

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

SPY$103 − $9 = $94

KeptFee

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

Overlap: SPY, DFIP

Today

[…]holdings […]

SPYDFIP

SPY—[…]

DFIP[…]—

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

Return vs Bumpiness: 2 ETFs

+9.7%SPY, at 13.6% volatility

DFIPWorst drop−4.3%3.7% vol

SPYWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DFIPSPY

−0.1%Year to date+8.3%

5.3%Yield1.0%

−0.4%Past year+9.7%

0.11%Fee0.09%

3–1SPY 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$819B

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%

$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