DFAS vs SPYM

ADFAS

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · VOO $17,156

Lowest cost0.02%SPYM · $2 on $10k

Most income1.10%VOO · $110 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 · $35.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+17.5%3 years · per year$16,215 · $18,222+22.1%

+6.9%5 years · per year$13,932 · $17,164+11.4%

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

1.04%12-mo yield$104 · $106 on $10k1.06%

−9.4%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins13.6%

0–6SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAS · SPYM

0.3%SWKS0.0%

0.2%SWK0.0%

0.1%RVTY0.0%

0.2%HAS0.0%

Held in common1.0%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$35.2B

End-of-day Nov 5, 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

$13,932

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureDFASSPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield1.04%1.06%

5 years, per year+6.9%+11.4%

3 years, per year+17.5%+22.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.8%13.6%

6–0measures won
SPYM first

1.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: DFAS, SPYM, VOO

Today

93.5%most shared, SPYM and VOO

DFASSPYMVOO

DFAS—1.0%0.9%

SPYM1.0%—93.5%

VOO0.9%93.5%—

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

SPYM$106 − $2 = $104

DFAS$104 − $30 = $74

KeptFee

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