Compare · 2 funds side by side · dividends reinvested

SPYM and DFAS

SPYMSPDR×DFASDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,192SPYM · best of the two

02 / 04

SPYM and DFAS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.05%+8.8%+9.8%+21.8%+11.4%−8.9%13.6%$182B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.03%+12.7%+15.9%+17.3%+6.8%−9.4%15.7%$33.8B1.8

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

End-of-day Nov 6, 2026 · returns include dividends · since: SPYM 2005 · DFAS 1992

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Portfolio S&P 500 ETF · $182B$17,192

SPYM

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,927

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

SPYMMeasureDFAS

+8.8%Year to dateJan 1 → Nov 6+12.7%

+9.8%1 yearTotal return+15.9%

+21.8%3 years · per year$10,000 became $18,082 · $16,130+17.3%

+11.4%5 years · per year$10,000 became $17,192 · $13,927+6.8%

0.02%Expense ratio$2 · $30 a year on $10k · lower is better0.30%

1.05%Trailing 12-mo yield$105 · $103 a year on $10k1.03%

−8.9%Worst dropSmaller is better−9.4%

13.6%VolatilityLower is calmer15.7%

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

6–2SPYM wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYM vs DFAS: Top 5 Holdings

Today

SPYM

27.8%in top 5

DFAS

in top 51.3%

SPYMStockDFAS

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5SWKS0.3%

not top 5CCK0.3%

not top 5SJM0.3%

not top 5BJ0.3%

not top 5UMBF0.2%

Held in common1.0%

End-of-day Nov 6, 2026 · share of each fund

SPYM vs DFAS Returns, Every Period

SPDRSPYM

+11.4%

5 years, per year

DFASDimensional

+6.8%

5 years, per year

SPYMDFASFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Stocks: SPYM vs DFAS

YTD

SPDRSPYM

+8.8%

DFASDimensional

+12.7%

+8.8%Year to date+12.7%

−8.9%Worst drop · 1Y−9.4%

13.6%Volatility · 1Y15.7%

1.1%Yield1.0%

$182BAssets$33.8B

3–1SPYM wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYM, DFAS

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

DFAS0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SPYM, DFAS

1.05%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.05%$105

DFAS1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SPYM, DFAS

Today

1.0%most shared, SPYM and DFAS

SPYMDFAS

SPYM—1.0%

DFAS1.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+15.9%DFAS, at 15.7% volatility

SPYMWorst drop−8.9%13.6% vol

DFASWorst drop−9.4%15.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMDFAS

+8.8%Year to date+12.7%

1.1%Yield1.0%

+9.8%Past year+15.9%

0.02%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026