DFGR vs SPYM

ADFGR

BSPYM

Measures won2–3SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,553SPYM · VOO $17,543

Lowest cost0.02%SPYM · $2 on $10k

Most income3.83%DFGR · $383 on $10k

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

Held in common1.8%DFGR and SPYM

DFGR

SPYM

Dimensional - Global Real Estate ETF · $4.0BState Street SPDR Portfolio S&P 500 ETF · $179B

+12.6%3 years · per year$14,261 · $18,161+22.0%

[…]5 years · per year[…] · $17,553+11.9%

0.22%Expense ratio$22 · $2 on $10k · lower wins0.02%

3.83%12-mo yield$383 · $103 on $10k1.03%

−10.8%Worst dropSmaller wins−8.9%

12.6%VolatilityLower wins13.7%

2–3SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFGR · SPYM

9.0%WELL0.3%

6.1%PLD0.2%

5.1%EQIX0.2%

4.3%AMT0.1%

Held in common1.8%

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 Three

5Y3 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.83%	+1.4%	+11.5%	+12.2%	+12.6%	new	−10.8%	$4.0B

End-of-day Nov 9, 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%	1.03%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$178.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ADFGR	Dimensional - Global Real Estate ETFRead Desk	0.22%	3.83%	+1.4%	+11.5%	+12.2%	+12.6%	new	−10.8%	$4.0B

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

DFGR vs SPYM

DFGR

Dimensional - Global Real Estate

[…]

SPYM

SPDR Portfolio S&P 500

$17,553

MeasureDFGRSPYM

Fee0.22%0.02%

Cost on $10k a year$22$2

Yield3.83%1.03%

5 years, per year[…]+11.9%

3 years, per year+12.6%+22.0%

Worst drop · 1Y−10.8%−8.9%

Volatility · 1Y12.6%13.7%

3–2measures won
SPYM first

1.8%

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFGR, SPYM, VOO

Today

92.7%most shared, SPYM and VOO

DFGRSPYMVOO

DFGR—1.8%1.6%

SPYM1.8%—92.7%

VOO1.6%92.7%—

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

Income After Fees on $10,000

$361most kept, DFGR

DFGR$383 − $22 = $361

VOO$107 − $3 = $104

SPYM$103 − $2 = $101

KeptFee

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