DFAS vs SPYM

ADFAS

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · VTI $16,375

Lowest cost0.02%SPYM · $2 on $10k

Most income1.09%VTI · $109 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 · $33.8BState Street SPDR Portfolio S&P 500 ETF · $182B

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

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

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

1.03%12-mo yield$103 · $105 on $10k1.05%

−9.4%Worst dropSmaller wins−8.9%

15.7%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%

0.2%HAS0.0%

0.1%RVTY0.0%

Held in common1.0%

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

End-of-day Nov 6, 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

$13,927

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDFASSPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield1.03%1.05%

5 years, per year+6.8%+11.4%

3 years, per year+17.3%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.7%13.6%

6–0measures won
SPYM first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI 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

Overlap: DFAS, SPYM, VTI

Today

85.5%most shared, SPYM and VTI

DFASSPYMVTI

DFAS—1.0%7.0%

SPYM1.0%—85.5%

VTI7.0%85.5%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

SPYM$105 − $2 = $103

DFAS$103 − $30 = $73

KeptFee

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