SPYM vs DFIP

ASPYM

BDFIP

Measures won2–3DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM · IVV $17,177

Lowest cost0.02%SPYM · $2 on $10k

Most income5.31%DFIP · $531 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]SPYM and DFIP

SPYM

DFIP

State Street SPDR Portfolio S&P 500 ETF · $182BDimensional - Inflation-Protected Securities ETF · $1.1B

+21.8%3 years · per year$18,082 · $11,443+4.6%

+11.4%5 years · per year$17,192 · […][…]

0.02%Expense ratio$2 · $11 on $10k · lower wins0.11%

1.05%12-mo yield$105 · $531 on $10k5.31%

−8.9%Worst dropSmaller wins−4.3%

13.6%VolatilityLower wins3.7%

2–3DFIP wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsSPYM · DFIP

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	0.0%	−0.1%	0.0%	+4.6%	new	−4.3%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	BDFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.31%	0.0%	−0.1%	0.0%	+4.6%	new	−4.3%	$1.1B

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 DFIP

SPYM

SPDR Portfolio S&P 500

$17,192

DFIP

Dimensional - Inflation-Protected Securities

[…]

MeasureSPYMDFIP

Fee0.02%0.11%

Cost on $10k a year$2$11

Yield1.05%5.31%

5 years, per year+11.4%[…]

3 years, per year+21.8%+4.6%

Worst drop · 1Y−8.9%−4.3%

Volatility · 1Y13.6%3.7%

3–2measures won
DFIP first

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

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

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

Overlap: SPYM, DFIP, IVV

Today

99.9%most shared, SPYM and IVV

SPYMDFIPIVV

SPYM—[…]99.9%

DFIP[…]—[…]

IVV99.9%[…]—

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

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

IVV$114 − $3 = $111

SPYM$105 − $2 = $103

KeptFee

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