DFUV vs SPY

ADFUV

BSPY

Measures won3–2DFUV wins · of 6 · 5Y

$10,000 · 5Y$18,060SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.28%DFUV · $128 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common35.6%DFUV and SPY

DFUV

SPY

Dimensional - US Marketwide Value ETF · $16.0BState Street SPDR S&P 500 ETF · $805B

+23.2%3 years · per year$18,705 · $19,132+24.1%

[…]5 years · per year[…] · $18,060+12.6%

0.21%Expense ratio$21 · $9 on $10k · lower wins0.09%

1.28%12-mo yield$128 · $99 on $10k0.99%

−6.0%Worst dropSmaller wins−8.9%

11.3%VolatilityLower wins12.9%

3–2DFUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · SPY

4.5%AMZN3.8%

3.0%BRK-B1.6%

1.5%META2.1%

1.9%MU1.5%

Held in common35.6%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$16.0B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	0.99%	+1.7%	+13.3%	+13.4%	+24.1%	+12.6%	−8.9%	$804.8B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$16.0B

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

DFUV vs SPY

DFUV

Dimensional - US Marketwide Value

[…]

SPY

SPDR S&P 500

$18,060

MeasureDFUVSPY

Fee0.21%0.09%

Cost on $10k a year$21$9

Yield1.28%0.99%

5 years, per year[…]+12.6%

3 years, per year+23.2%+24.1%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y11.3%12.9%

3–2measures won
DFUV first

35.6%

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: DFUV, SPY

Today

35.6%most shared, DFUV and SPY

DFUVSPY

DFUV—35.6%

SPY35.6%—

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

Income After Fees on $10,000

$107most kept, DFUV

DFUV$128 − $21 = $107

SPY$99 − $9 = $90

KeptFee

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