DFIV vs SPY

ADFIV

BSPY

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,506DFIV · SPY $18,060

Lowest cost0.09%SPY · $9 on $10k

Most income2.71%DFIV · $271 on $10k

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

Held in common0.0%DFIV and SPY

DFIV

SPY

Dimensional - International Value ETF · $22.1BState Street SPDR S&P 500 ETF · $798B

+27.0%3 years · per year$20,484 · $19,132+24.1%

+15.4%5 years · per year$20,506 · $18,060+12.6%

0.27%Expense ratio$27 · $9 on $10k · lower wins0.09%

2.71%12-mo yield$271 · $99 on $10k0.99%

−9.7%Worst dropSmaller wins−8.9%

14.2%VolatilityLower wins12.9%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFIV · SPY

0.0%IP0.0%

Held in common0.0%

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	ADFIV	Dimensional - International Value ETFRead Desk		0.27%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.1B
2	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

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	ADFIV	Dimensional - International Value ETFRead Desk		0.27%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.1B
2	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

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

DFIV vs SPY

DFIV

Dimensional - International Value

$20,506

SPY

SPDR S&P 500

$18,060

MeasureDFIVSPY

Fee0.27%0.09%

Cost on $10k a year$27$9

Yield2.71%0.99%

5 years, per year+15.4%+12.6%

3 years, per year+27.0%+24.1%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y14.2%12.9%

3–3measures won
level

0.0%

holdings shared

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: DFIV, SPY

Today

0.0%most shared, DFIV and SPY

DFIVSPY

DFIV—0.0%

SPY0.0%—

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

Income After Fees on $10,000

$244most kept, DFIV

DFIV$271 − $27 = $244

SPY$99 − $9 = $90

KeptFee

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