DFSI vs SPYM

ADFSI

BSPYM

Measures won1–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income2.31%DFSI · $231 on $10k

Smallest drop−8.9%IVV · 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

+20.0%3 years · per year$17,259 · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

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

2.31%12-mo yield$231 · $105 on $10k1.05%

−12.3%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.6%

1–4SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSI · SPYM

0.4%C0.3%

0.0%GS0.4%

Held in common0.3%

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

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.31%	−0.8%	+6.5%	+12.0%	+20.0%	new	−12.3%	$1.2B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.31%	−0.8%	+6.5%	+12.0%	+20.0%	new	−12.3%	$1.2B

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

DFSI vs SPYM

DFSI

Dimensional International Sustainability Core 1

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDFSISPYM

Fee0.24%0.02%

Cost on $10k a year$24$2

Yield2.31%1.05%

5 years, per year[…]+11.4%

3 years, per year+20.0%+21.8%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y15.9%13.6%

4–1measures won
SPYM first

0.3%

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: DFSI, SPYM, IVV

Today

99.9%most shared, SPYM and IVV

DFSISPYMIVV

DFSI—0.3%0.3%

SPYM0.3%—99.9%

IVV0.3%99.9%—

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

Income After Fees on $10,000

$207most kept, DFSI

DFSI$231 − $24 = $207

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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