DFIP vs SPY

ADFIP

BSPY

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income5.32%DFIP · $532 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]DFIP and SPY

DFIP

SPY

Dimensional - Inflation-Protected Securities ETF · $1.1BState Street SPDR S&P 500 ETF · $798B

+4.8%3 years · per year$11,505 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.11%Expense ratio$11 · $9 on $10k · lower wins0.09%

5.32%12-mo yield$532 · $99 on $10k0.99%

−4.3%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins12.9%

3–2DFIP wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFIP · SPY

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

Held in common[…]

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk		0.11%	5.32%	−0.1%	−0.2%	−0.5%	+4.8%	new	−4.3%	$1.1B

End-of-day Nov 4, 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%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$798.0B
2	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk		0.11%	5.32%	−0.1%	−0.2%	−0.5%	+4.8%	new	−4.3%	$1.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIP vs SPY

DFIP

Dimensional - Inflation-Protected Securities

[…]

SPY

SPDR S&P 500

$18,060

MeasureDFIPSPY

Fee0.11%0.09%

Cost on $10k a year$11$9

Yield5.32%0.99%

5 years, per year[…]+12.6%

3 years, per year+4.8%+24.1%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%12.9%

3–2measures won
DFIP first

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: DFIP, SPY

Today

[…]holdings […]

DFIPSPY

DFIP—[…]

SPY[…]—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

SPY$99 − $9 = $90

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee