DFIP vs SPYM

ADFIP

BSPYM

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

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

+4.6%3 years · per year$11,443 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

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

5.31%12-mo yield$531 · $105 on $10k1.05%

−4.3%Worst dropSmaller wins−8.9%

3.7%VolatilityLower wins13.6%

3–2DFIP wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFIP · SPYM

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

All Four

5Y4 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	0.0%	−0.1%	0.0%	+4.6%	new	−4.3%	$1.1B

End-of-day Nov 6, 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%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.9B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	0.0%	−0.1%	0.0%	+4.6%	new	−4.3%	$1.1B

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

DFIP vs SPYM

DFIP

Dimensional - Inflation-Protected Securities

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDFIPSPYM

Fee0.11%0.02%

Cost on $10k a year$11$2

Yield5.31%1.05%

5 years, per year[…]+11.4%

3 years, per year+4.6%+21.8%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%13.6%

3–2measures won
DFIP 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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

Overlap: DFIP, SPYM, SGOV, IVV

Today

99.9%most shared, SPYM and IVV

DFIPSPYMSGOVIVV

DFIP—[…][…][…]

SPYM[…]—[…]99.9%

SGOV[…][…]—[…]

IVV[…]99.9%[…]—

End-of-day Nov 6, 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

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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