SPYM vs DFAS

ASPYM

BDFAS

Measures won6–0SPYM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · DFAS $13,927

Lowest cost0.02%SPYM · $2 on $10k

Most income1.05%SPYM · $105 on $10k

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

Held in common1.0%SPYM and DFAS

SPYM

DFAS

State Street SPDR Portfolio S&P 500 ETF · $182BDimensional - US Small Cap ETF · $33.8B

+21.8%3 years · per year$18,082 · $16,130+17.3%

+11.4%5 years · per year$17,192 · $13,927+6.8%

0.02%Expense ratio$2 · $30 on $10k · lower wins0.30%

1.05%12-mo yield$105 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins15.7%

6–0SPYM wins

$10,000 · 5 yearsOne scale

Shared top holdingsSPYM · DFAS

0.0%SWKS0.3%

0.0%SWK0.2%

0.0%HAS0.2%

0.0%RVTY0.1%

Held in common1.0%

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

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	ASPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

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

SPYM vs DFAS

SPYM

SPDR Portfolio S&P 500

$17,192

DFAS

Dimensional - US Small Cap

$13,927

MeasureSPYMDFAS

Fee0.02%0.30%

Cost on $10k a year$2$30

Yield1.05%1.03%

5 years, per year+11.4%+6.8%

3 years, per year+21.8%+17.3%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%15.7%

6–0measures won
SPYM first

1.0%

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: SPYM, DFAS

Today

1.0%most shared, SPYM and DFAS

SPYMDFAS

SPYM—1.0%

DFAS1.0%—

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

Income After Fees on $10,000

$103most kept, SPYM

SPYM$105 − $2 = $103

DFAS$103 − $30 = $73

KeptFee

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