Compare · 2 funds side by side · dividends reinvested

SSPY and DFAC

SSPYStratified×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,417DFAC · best of the two

02 / 04

SSPY and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Stratified LargeCap Index ETFUS Stock Styles · Large cap0.45%1.16%+18.9%+22.3%+19.6%+9.9%−7.3%10.9%$133M1.4

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SSPY 2019 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Stratified LargeCap Index ETF · $133M$16,025

SSPY

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

$10,000 five years ago, dividends reinvested · they hold 42.6% in common

SSPYMeasureDFAC

+18.9%Year to dateJan 1 → Nov 4+15.8%

+22.3%1 yearTotal return+17.7%

+19.6%3 years · per year$10,000 became $17,110 · $18,682+23.2%

+9.9%5 years · per year$10,000 became $16,025 · $17,417+11.7%

0.45%Expense ratio$45 · $21 a year on $10k · lower is better0.21%

1.16%Trailing 12-mo yield$116 · $87 a year on $10k0.87%

−7.3%Worst dropSmaller is better−8.5%

10.9%VolatilityLower is calmer12.3%

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

5–3SSPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SSPY vs DFAC: Top 5 Holdings

Today

SSPY

5.0%in top 5

DFAC

in top 520.1%

SSPYStockDFAC

not top 5AAPL5.6%

not top 5NVDA5.3%

1.1%MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

1.0%IBMnot top 5

1.0%COFnot top 5

1.0%SYFnot top 5

0.9%WMTnot top 5

Held in common42.6%

End-of-day Nov 4, 2026 · share of each fund

SSPY vs DFAC Returns, Every Period

StratifiedSSPY

+9.9%

5 years, per year

DFACDimensional

+11.7%

5 years, per year

SSPYDFACFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

SSPY vs DFAC

YTD

StratifiedSSPY

+18.9%

DFACDimensional

+15.8%

+18.9%Year to date+15.8%

−7.3%Worst drop · 1Y−8.5%

10.9%Volatility · 1Y12.3%

1.2%Yield0.9%

$133MAssets$87.6B

4–0SSPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SSPY, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

SSPY0.45%$45

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SSPY, DFAC

1.16%highest, SSPY

FundTrailing yieldYield$10k

SSPY1.16%$116

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$71most kept, SSPY

SSPY$116 − $45 = $71

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SSPY, DFAC

Today

42.6%most shared, SSPY and DFAC

SSPYDFAC

SSPY—42.6%

DFAC42.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.3%SSPY, at 10.9% volatility

SSPYWorst drop−7.3%10.9% vol

DFACWorst drop−8.5%12.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SSPYDFAC

+18.9%Year to date+15.8%

1.2%Yield0.9%

+22.3%Past year+17.7%

0.45%Fee0.21%

3–1SSPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026