DFCA vs SPY

ADFCA

BSPY

Measures won3–2DFCA wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income2.85%DFCA · $285 on $10k

Smallest drop−5.0%DFCA · worst fall in 1Y

Held in common[…]DFCA and SPY

DFCA

SPY

Dimensional - California Municipal Bond ETF · $553MState Street SPDR S&P 500 ETF · $819B

+3.5%3 years · per year$11,075 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

2.85%12-mo yield$285 · $103 on $10k1.03%

−5.0%Worst dropSmaller wins−8.9%

2.5%VolatilityLower wins13.6%

3–2DFCA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFCA · SPY

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADFCA	Dimensional - California Municipal Bond ETFRead Desk		0.19%	2.85%	+0.2%	+0.9%	+1.6%	+3.5%	new	−5.0%	$553M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADFCA	Dimensional - California Municipal Bond ETFRead Desk		0.19%	2.85%	+0.2%	+0.9%	+1.6%	+3.5%	new	−5.0%	$553M

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

DFCA vs SPY

DFCA

Dimensional - California Municipal Bond

[…]

SPY

SPDR S&P 500

$17,118

MeasureDFCASPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield2.85%1.03%

5 years, per year[…]+11.3%

3 years, per year+3.5%+21.7%

Worst drop · 1Y−5.0%−8.9%

Volatility · 1Y2.5%13.6%

3–2measures won
DFCA first

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFCA, SPY

Today

[…]holdings […]

DFCASPY

DFCA—[…]

SPY[…]—

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

Income After Fees on $10,000

$266most kept, DFCA

DFCA$285 − $19 = $266

SPY$103 − $9 = $94

KeptFee

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