DFSB vs SPY5YDFSBDFSBAvsBSPYSPYDimensional - Global Sustainability Fixed Income ETF · $771MState Street SPDR S&P 500 ETF · $807BReturns · dividends in+4.7%3 years · per year$11,461 · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.24%Expense ratio$24 · $9 on $10k · lower wins0.09%5.46%12-mo yield$546 · $101 on $10k
Overlap: DFSB, SPY, QQQToday52.5%most shared, SPY and QQQDFSBSPYQQQDFSB—[…][…]SPY[…]—52.5%QQQ[…]52.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DFSB vs SPY5YADFSBDimensional - Global Sustainability Fixed Income[…]vsSPYBSPDR S&P 500$17,214MeasureDFSBSPYFee0.24%0.09%Cost on $10k a year$24$9Yield5.46%1.01%5 years, per year[…]+11.5%3 years, per year+4.7%+21.4%Worst drop · 1Y−3.9%−8.9%Volatility · 1Y4.3%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$476.0B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3ADFSBDimensional - Global Sustainability Fixed Income ETFReadDesk0.24%5.46%−0.1%0.0%−0.4%+4.7%new−3.9%$771MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$476.0B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$807.1B3ADFSBDimensional - Global Sustainability Fixed Income ETFReadDesk0.24%5.46%−0.1%0.0%−0.4%+4.7%new−3.9%$771MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$807B0–0levelEnd-of-day Nov 13, 2026
QQQM vs QQQYTDInvescoQQQMIA+11.1%vsBIQQQInvesco+11.1%Jan 1Nov 13+11.1%+11.1%+11.1%Year to date+11.1%0.15% · $15Fee · on $10k a year0.18% · $18$109BAssets$476B1–0QQQM winsEnd-of-day Nov 13, 2026
TQQQ vs QQQYTDProSharesTQQQPA+10.1%vsBIQQQInvesco+11.1%Jan 1Nov 13+10.1%+11.1%+10.1%Year to date+11.1%0.94% · $94Fee · on $10k a year0.18% · $18$32.4BAssets$476B2–0QQQ winsEnd-of-day Nov 13, 2026
Overlap: DFSB, SPY, QQQToday52.5%most shared, SPY and QQQDFSBSPYQQQDFSB—[…][…]SPY[…]—52.5%QQQ[…]52.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$522most kept, DFSBDFSB$546 − $24 = $522SPY$101 − $9 = $92QQQ$45 − $18 = $27KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee