DFVX vs SPY

ADFVX

BSPY

Measures won3–2DFVX wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%DFVX · $111 on $10k

Smallest drop−7.2%DFVX · worst fall in 1Y

Held in common54.8%DFVX and SPY

DFVX

SPY

Dimensional US Large Cap Vector ETF · $539MState Street SPDR S&P 500 ETF · $778B

+19.8%3 years · per year$17,200 · $18,118+21.9%

[…]5 years · per year[…] · $17,493+11.8%

0.19%Expense ratio$19 · $9 on $10k · lower wins0.09%

1.11%12-mo yield$111 · $101 on $10k1.01%

−7.2%Worst dropSmaller wins−8.9%

11.8%VolatilityLower wins13.7%

3–2DFVX wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFVX · SPY

6.5%MSFT6.2%

5.3%AMZN4.0%

2.5%GOOGL2.6%

4.4%META2.1%

Held in common54.8%

End-of-day Nov 9, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	+2.3%	+15.3%	+18.9%	+19.8%	new	−7.2%	$539M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	BSPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.11%	+2.3%	+15.3%	+18.9%	+19.8%	new	−7.2%	$539M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFVX vs SPY

DFVX

Dimensional US Large Cap Vector

[…]

SPY

SPDR S&P 500

$17,493

MeasureDFVXSPY

Fee0.19%0.09%

Cost on $10k a year$19$9

Yield1.11%1.01%

5 years, per year[…]+11.8%

3 years, per year+19.8%+21.9%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.8%13.7%

3–2measures won
DFVX first

54.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFVX, SPY, VOO

Today

92.7%most shared, SPY and VOO

DFVXSPYVOO

DFVX—54.8%53.0%

SPY54.8%—92.7%

VOO53.0%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFVX$111 − $19 = $92

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee