DFAS vs SPYM

ADFAS

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM · DFAS $14,758

Lowest cost0.02%SPYM · $2 on $10k

Most income1.01%SPYM · $101 on $10k

Smallest drop−8.9%SPYM · worst fall in 1Y

Held in common1.0%DFAS and SPYM

DFAS

SPYM

Dimensional - US Small Cap ETF · $34.7BState Street SPDR Portfolio S&P 500 ETF · $185B

+19.3%3 years · per year$16,976 · $19,186+24.3%

+8.1%5 years · per year$14,758 · $18,126+12.6%

0.30%Expense ratio$30 · $2 on $10k · lower wins0.02%

1.00%12-mo yield$100 · $101 on $10k1.01%

−9.4%Worst dropSmaller wins−8.9%

15.3%VolatilityLower wins12.8%

0–6SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAS · SPYM

0.3%SWKS0.0%

0.2%RVTY0.0%

0.2%CRL0.0%

0.1%APA0.0%

Held in common1.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$185.3B
2	ADFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$34.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAS vs SPYM

DFAS

Dimensional - US Small Cap

$14,758

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureDFASSPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield1.00%1.01%

5 years, per year+8.1%+12.6%

3 years, per year+19.3%+24.3%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.3%12.8%

5–0measures won
SPYM first

1.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

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

Overlap: DFAS, SPYM

Today

1.0%most shared, DFAS and SPYM

DFASSPYM

DFAS—1.0%

SPYM1.0%—

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

Income After Fees on $10,000

$99most kept, SPYM

SPYM$101 − $2 = $99

DFAS$100 − $30 = $70

KeptFee

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