DFIP vs SPYM

ADFIP

BSPYM

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM · SGOV $12,086

Lowest cost0.02%SPYM · $2 on $10k

Most income5.31%DFIP · $531 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]DFIP and SPYM

DFIP

SPYM

Dimensional - Inflation-Protected Securities ETF · $1.1BState Street SPDR Portfolio S&P 500 ETF · $182B

+4.9%3 years · per year$11,548 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.11%Expense ratio$11 · $2 on $10k · lower wins0.02%

5.31%12-mo yield$531 · $106 on $10k1.06%

−4.3%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.6%

3–2DFIP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIP · SPYM

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

Held in common[…]

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.1%	+3.7%	+4.5%	+3.9%	0.0%	$116.9B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	+0.2%	−0.1%	−0.4%	+4.9%	new	−4.3%	$1.1B

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

Cards for this view

DFIP vs SPYM

DFIP

Dimensional - Inflation-Protected Securities

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureDFIPSPYM

Fee0.11%0.02%

Cost on $10k a year$11$2

Yield5.31%1.06%

5 years, per year[…]+11.4%

3 years, per year+4.9%+22.1%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%13.6%

3–2measures won
DFIP first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.1%

BILSPDR

+3.1%

+3.1%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–0BIL wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: DFIP, SPYM, SGOV

Today

[…]holdings […]

DFIPSPYMSGOV

DFIP—[…][…]

SPYM[…]—[…]

SGOV[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

SGOV$363 − $9 = $354

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee