DFSU vs SPYM

ADFSU

BSPYM

Measures won0–4SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common67.9%DFSU and SPYM

DFSU

SPYM

Dimensional - US Sustainability Core 1 ETF · $2.3BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.1%3 years · per year$17,765 · $18,082+21.8%

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

0.15%Expense ratio$15 · $2 on $10k · lower wins0.02%

0.85%12-mo yield$85 · $105 on $10k1.05%

−10.1%Worst dropSmaller wins−8.9%

13.6%VolatilityLower wins13.6%

0–4SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSU · SPYM

6.8%AAPL7.9%

5.9%NVDA6.9%

3.6%MSFT6.3%

3.2%AMZN4.0%

Held in common67.9%

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	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	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	+0.1%	+8.3%	+10.0%	+21.1%	new	−10.1%	$2.3B

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	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	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.85%	+0.1%	+8.3%	+10.0%	+21.1%	new	−10.1%	$2.3B

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

DFSU vs SPYM

DFSU

Dimensional - US Sustainability Core 1

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureDFSUSPYM

Fee0.15%0.02%

Cost on $10k a year$15$2

Yield0.85%1.05%

5 years, per year[…]+11.4%

3 years, per year+21.1%+21.8%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y13.6%13.6%

4–0measures won
SPYM first

67.9%

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

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFSU, SPYM

Today

67.9%most shared, DFSU and SPYM

DFSUSPYM

DFSU—67.9%

SPYM67.9%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

DFSU$85 − $15 = $70

KeptFee

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