DLCU vs SPY

ADLCU

BSPY

Measures won0–1SPY wins · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%DLCU · $9 on $10k

Most income1.03%SPY · $103 on $10k

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

Held in common99.6%DLCU and SPY

DLCU

SPY

Dimensional US Large Company ETF · $13.8BState Street SPDR S&P 500 ETF · $819B

[…]3 years · per year[…] · $18,039+21.7%

[…]5 years · per year[…] · $17,118+11.3%

0.09%Expense ratio$9 · $9 on $10k · lower wins0.09%

0.18%12-mo yield$18 · $103 on $10k1.03%

[…]Worst dropSmaller wins−8.9%

[…]VolatilityLower wins13.6%

0–1SPY wins

$10,000 · 5 yearsOne scale

Shared top holdingsDLCU · SPY

7.9%AAPL7.9%

6.9%NVDA6.9%

6.3%MSFT6.3%

4.0%AMZN4.0%

Held in common99.6%

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADLCU	Dimensional US Large Company ETFRead Desk		0.09%	0.18%	+0.4%	new	new	new	new	[…]	$13.8B

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	BSPY	State Street SPDR S&P 500 ETFRead Desk		0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
2	ADLCU	Dimensional US Large Company ETFRead Desk		0.09%	0.18%	+0.4%	new	new	new	new	[…]	$13.8B

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

DLCU vs SPY

DLCU

Dimensional US Large Company

[…]

SPY

SPDR S&P 500

$17,118

MeasureDLCUSPY

Fee0.09%0.09%

Cost on $10k a year$9$9

Yield0.18%1.03%

5 years, per year[…]+11.3%

3 years, per year[…]+21.7%

Worst drop · 1Y[…]−8.9%

Volatility · 1Y[…]13.6%

1–0measures won
SPY first

99.6%

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: DLCU, SPY

Today

99.6%most shared, DLCU and SPY

DLCUSPY

DLCU—99.6%

SPY99.6%—

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

Income After Fees on $10,000

$94most kept, SPY

SPY$103 − $9 = $94

DLCU$18 − $9 = $9

KeptFee

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