DFAS vs SPYM

ADFAS

BSPYM

Measures won0–6SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · IVV $17,545

Lowest cost0.02%SPYM · $2 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common1.0%DFAS and SPYM

DFAS

SPYM

Dimensional - US Small Cap ETF · $33.7BState Street SPDR Portfolio S&P 500 ETF · $179B

+17.5%3 years · per year$16,239 · $18,161+22.0%

+7.0%5 years · per year$14,033 · $17,553+11.9%

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

1.00%12-mo yield$100 · $103 on $10k1.03%

−9.4%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.7%

0–6SPYM wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · SPYM

0.3%SWKS0.0%

0.1%RVTY0.0%

0.2%SWK0.0%

0.2%HAS0.0%

Held in common1.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
4	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$33.7B

End-of-day Nov 9, 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

$14,033

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureDFASSPYM

Fee0.30%0.02%

Cost on $10k a year$30$2

Yield1.00%1.03%

5 years, per year+7.0%+11.9%

3 years, per year+17.5%+22.0%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.9%13.7%

5–0measures won
SPYM first

1.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

Overlap: DFAS, SPYM, VUG, IVV

Today

99.9%most shared, SPYM and IVV

DFASSPYMVUGIVV

DFAS—1.0%0.0%1.0%

SPYM1.0%—55.1%99.9%

VUG0.0%55.1%—55.1%

IVV1.0%99.9%55.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

DFAS$100 − $30 = $70

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee