DFUS vs SPYM

ADFUS

BSPYM

Measures won0–5SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,749SPYM · SPY $17,688

Lowest cost0.02%SPYM · $2 on $10k

Most income1.03%SPYM · $103 on $10k

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

Held in common90.1%DFUS and SPYM

DFUS

SPYM

Dimensional U.S. Equity ETF · $21.4BState Street SPDR Portfolio S&P 500 ETF · $185B

+24.1%3 years · per year$19,091 · $19,092+24.1%

+11.8%5 years · per year$17,473 · $17,749+12.2%

0.09%Expense ratio$9 · $2 on $10k · lower wins0.02%

0.88%12-mo yield$88 · $103 on $10k1.03%

−9.0%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins12.7%

0–5SPYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · SPYM

6.8%AAPL7.7%

6.5%NVDA7.8%

5.3%MSFT5.9%

3.5%AMZN3.6%

Held in common90.1%

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+0.3%	+11.8%	+12.0%	+24.1%	+11.8%	−9.0%	$21.4B

End-of-day Nov 3, 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%	1.03%	+0.3%	+11.5%	+11.9%	+24.1%	+12.2%	−8.9%	$185.3B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+0.3%	+11.5%	+11.8%	+24.0%	+12.1%	−8.9%	$798.0B
3	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+0.3%	+11.8%	+12.0%	+24.1%	+11.8%	−9.0%	$21.4B

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

Cards for this view

DFUS vs SPYM

DFUS

Dimensional U.S. Equity

$17,474

SPYM

SPDR Portfolio S&P 500

$17,749

MeasureDFUSSPYM

Fee0.09%0.02%

Cost on $10k a year$9$2

Yield0.88%1.03%

5 years, per year+11.8%+12.2%

3 years, per year+24.1%+24.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.1%12.7%

5–0measures won
SPYM first

90.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFUS, SPYM, SPY

Today

99.9%most shared, SPYM and SPY

DFUSSPYMSPY

DFUS—90.1%90.1%

SPYM90.1%—99.9%

SPY90.1%99.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, SPYM

SPYM$103 − $2 = $101

SPY$101 − $9 = $92

DFUS$88 − $9 = $79

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee