DFUV vs SPYM

ADFUV

BSPYM

Measures won3–2DFUV wins · of 6 · 5Y

$10,000 · 5Y$17,164SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income1.32%DFUV · $132 on $10k

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

Held in common35.6%DFUV and SPYM

DFUV

SPYM

Dimensional - US Marketwide Value ETF · $16.0BState Street SPDR Portfolio S&P 500 ETF · $182B

+21.6%3 years · per year$17,966 · $18,222+22.1%

[…]5 years · per year[…] · $17,164+11.4%

0.21%Expense ratio$21 · $2 on $10k · lower wins0.02%

1.32%12-mo yield$132 · $106 on $10k1.06%

−6.0%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.6%

3–2DFUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · SPYM

4.9%AMZN3.9%

3.2%BRK-B1.6%

1.6%META2.1%

4.4%JPM1.4%

Held in common35.6%

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−3.1%	+20.5%	+27.1%	+21.6%	new	−6.0%	$16.0B

End-of-day Nov 5, 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%	1.06%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$181.7B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.32%	−3.1%	+20.5%	+27.1%	+21.6%	new	−6.0%	$16.0B

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

Cards for this view

DFUV vs SPYM

DFUV

Dimensional - US Marketwide Value

[…]

SPYM

SPDR Portfolio S&P 500

$17,164

MeasureDFUVSPYM

Fee0.21%0.02%

Cost on $10k a year$21$2

Yield1.32%1.06%

5 years, per year[…]+11.4%

3 years, per year+21.6%+22.1%

Worst drop · 1Y−6.0%−8.9%

Volatility · 1Y11.8%13.6%

3–2measures won
DFUV first

35.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFUV, SPYM

Today

35.6%most shared, DFUV and SPYM

DFUVSPYM

DFUV—35.6%

SPYM35.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, DFUV

DFUV$132 − $21 = $111

SPYM$106 − $2 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee