DFLV vs SPYM

ADFLV

BSPYM

Measures won3–2DFLV wins · of 6 · 5Y

$10,000 · 5Y$17,537SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.34%DFLV · $134 on $10k

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

Held in common36.5%DFLV and SPYM

DFLV

SPYM

Dimensional - US Large Cap Value ETF · $7.5BState Street SPDR Portfolio S&P 500 ETF · $183B

+21.8%3 years · per year$18,066 · $18,134+21.9%

[…]5 years · per year[…] · $17,537+11.9%

0.21%Expense ratio$21 · $2 on $10k · lower wins0.02%

1.34%12-mo yield$134 · $102 on $10k1.02%

−5.5%

End-of-day Nov 11, 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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.34%	+0.7%	+24.8%	+29.4%	+21.8%	new	−5.5%	$7.5B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.02%	+1.3%	+12.4%	+12.8%	+21.9%	+11.9%	−8.9%	$183.5B
2	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.34%	+0.7%	+24.8%	+29.4%	+21.8%	new	−5.5%	$7.5B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFLV vs SPYM

DFLV

Dimensional - US Large Cap Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,537

MeasureDFLVSPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield1.34%1.02%

5 years, per year[…]+11.9%

3 years, per year+21.8%+21.9%

Worst drop · 1Y−5.5%−8.9%

Volatility · 1Y11.2%

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DFLV vs SPYM

Both

Both

$10,000 in DFLV, SPYM

Overlap: DFLV, SPYM

DFLV vs SPYM

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Overlap: DFLV, SPYM

Income After Fees on $10,000