DFSI vs SPYM

ADFSI

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$18,126SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.24%DFSI · $224 on $10k

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

Held in common0.3%DFSI and SPYM

DFSI

SPYM

Dimensional International Sustainability Core 1 ETF · $1.2BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.6%3 years · per year$18,001 · $19,186+24.3%

[…]5 years · per year[…] · $18,126+12.6%

0.24%Expense ratio$24 · $2 on $10k · lower wins0.02%

2.24%12-mo yield$224 · $101 on $10k1.01%

−12.3%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins12.8%

1–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSI · SPYM

0.4%C0.3%

0.0%GS0.4%

Held in common0.3%

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.24%	+2.5%	+9.7%	+14.8%	+21.6%	new	−12.3%	$1.2B

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	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.01%	+1.7%	+13.4%	+13.5%	+24.3%	+12.6%	−8.9%	$181.7B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.24%	+2.5%	+9.7%	+14.8%	+21.6%	new	−12.3%	$1.2B

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

DFSI vs SPYM

DFSI

Dimensional International Sustainability Core 1

[…]

SPYM

SPDR Portfolio S&P 500

$18,126

MeasureDFSISPYM

Fee0.24%0.02%

Cost on $10k a year$24$2

Yield2.24%1.01%

5 years, per year[…]+12.6%

3 years, per year+21.6%+24.3%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y15.8%12.8%

4–1measures won
SPYM first

0.3%

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%

$182BAssets$805B

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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFSI, SPYM

Today

0.3%most shared, DFSI and SPYM

DFSISPYM

DFSI—0.3%

SPYM0.3%—

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

Income After Fees on $10,000

$200most kept, DFSI

DFSI$224 − $24 = $200

SPYM$101 − $2 = $99

KeptFee

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