DFLV vs SPY

ADFLV

BSPY

Measures won3–1DFLV wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.38%DFLV · $138 on $10k

Smallest drop−5.5%DFLV · worst fall in 1Y

Held in common36.3%DFLV and SPY

DFLV

SPY

Dimensional - US Large Cap Value ETF · $7.3BState Street SPDR S&P 500 ETF · $778B

+21.7%3 years · per year$18,018 · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%

1.38%12-mo yield$138 · $103 on $10k1.03%

−5.5%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins13.6%

3–1DFLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFLV · SPY

5.1%AMZN4.0%

2.0%META2.1%

2.2%BRK-B1.7%

4.5%JPM1.4%

Held in common36.3%

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

Both

5Y2 funds

#			Trend
1	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.38%	−0.3%	+21.2%	+27.1%	+21.7%	new	−5.5%	$7.3B

End-of-day Nov 6, 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%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.38%	−0.3%	+21.2%	+27.1%	+21.7%	new	−5.5%	$7.3B

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

DFLV vs SPY

DFLV

Dimensional - US Large Cap Value

[…]

SPY

SPDR S&P 500

$17,118

MeasureDFLVSPY

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield1.38%1.03%

5 years, per year[…]+11.3%

3 years, per year+21.7%+21.7%

Worst drop · 1Y−5.5%−8.9%

Volatility · 1Y11.1%13.6%

3–1measures won
DFLV first

36.3%

holdings shared

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFLV, SPY

Today

36.3%most shared, DFLV and SPY

DFLVSPY

DFLV—36.3%

SPY36.3%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$117most kept, DFLV

DFLV$138 − $21 = $117

SPY$103 − $9 = $94

KeptFee

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