DFUS vs SPY
Comparison between DIMENSIONAL U.S. EQUITY MARKET ETF (DFUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed DFUS, delivering a return of +13.2% compared to +12.9%
DFUS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DFUS
$21B
Winner
SPY
$784B
Expense Ratio
DFUS
0.09%
SPY
0.09%
Max Drawdown
Winner
DFUS
25.36%
SPY
56.47%
Sharpe Ratio
Winner
DFUS
1.56
SPY
1.54
5Y Beta
Winner
DFUS
0.99
SPY
1.00
P/E Ratio
DFUS
28.74
Winner
SPY
27.62
Forward P/E
DFUS
21.40
Winner
SPY
21.11
5Y Dividends CAGR
Winner
DFUS
52.11%
SPY
6.00%
5Y EPS CAGR
DFUS
24.74%
Winner
SPY
25.30%
Debt to Equity
DFUS
N/A
SPY
31.11%
P/S Ratio
Winner
DFUS
3.30
SPY
3.49
P/B Ratio
DFUS
5.36
Winner
SPY
5.30
DFUS vs SPY - Holdings Comparison
DFUS and SPY have 462 common holdings. Overlap is 89.24%
DFUS's top 25 holdings weight is 47.02%. SPY's top 25 holdings weight is 51.24%.
| Rank | DFUS | SPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.89% | NVIDIA CORP (NVDA) - 7.81% |
| #2 | APPLE INC (AAPL) - 6.18% | APPLE INC (AAPL) - 6.81% |
| #3 | MICROSOFT CORP (MSFT) - 4.06% | MICROSOFT CORP (MSFT) - 4.53% |
| #4 | AMAZON.COM INC (AMZN) - 3.36% | AMAZON.COM INC (AMZN) - 3.72% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.05% | ALPHABET INC CLASS A (GOOGL) - 3.39% |
| #6 | BROADCOM INC (AVGO) - 2.64% | BROADCOM INC (AVGO) - 2.77% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.52% | ALPHABET INC CLASS C (GOOG) - 2.72% |
| #8 | META PLATFORMS INC CLASS A (META) - 1.81% | META PLATFORMS INC CLASS A (META) - 2.03% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.73% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | TESLA INC (TSLA) - 1.68% | TESLA INC (TSLA) - 1.76% |
| #11 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.31% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.30% | JPMORGAN CHASE & CO (JPM) - 1.38% |
| #13 | ELI LILLY AND CO (LLY) - 1.29% | ELI LILLY AND CO (LLY) - 1.38% |
| #14 | ADVANCED MICRO DEVICES INC (AMD) - 1.22% | ADVANCED MICRO DEVICES INC (AMD) - 1.28% |
| #15 | EXXON MOBIL CORP (XOM) - 0.85% | EXXON MOBIL CORP (XOM) - 0.92% |
| #16 | INTEL CORP (INTC) - 0.85% | JOHNSON & JOHNSON (JNJ) - 0.88% |
| #17 | JOHNSON & JOHNSON (JNJ) - 0.82% | VISA INC CLASS A (V) - 0.87% |
| #18 | VISA INC CLASS A (V) - 0.80% | INTEL CORP (INTC) - 0.85% |
| #19 | WALMART INC (WMT) - 0.75% | WALMART INC (WMT) - 0.82% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.70% | CISCO SYSTEMS INC (CSCO) - 0.73% |
| #21 | APPLIED MATERIALS INC (AMAT) - 0.68% | LAM RESEARCH CORP (LRCX) - 0.71% |
| #22 | CISCO SYSTEMS INC (CSCO) - 0.67% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #23 | CATERPILLAR INC (CAT) - 0.65% | CATERPILLAR INC (CAT) - 0.68% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.62% | COSTCO WHOLESALE CORP (COST) - 0.68% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.59% | MASTERCARD INC CLASS A (MA) - 0.63% |
| Total Holdings | 1906 | 505 |
DFUS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DFUS
-0.69%
SPY
-1.37%
3M
Winner
DFUS
+12.78%
SPY
+12.22%
6M
Winner
DFUS
+7.78%
SPY
+7.20%
1Y
Winner
DFUS
+24.65%
SPY
+23.58%
5Y(CAGR)
DFUS
+12.93%
Winner
SPY
+13.19%
10Y(CAGR)
DFUS
N/A
SPY
+15.12%
Max(CAGR)
Winner
DFUS
+12.85%
SPY
+8.44%
DFUS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | DFUS | SPY |
|---|---|---|
| 2026 | +8.61% | +7.95% |
| 2025 | +17.66% | +18.00% |
| 2024 | +25.28% | +25.59% |
| 2023 | +26.93% | +26.72% |
| 2022 | -18.83% | -18.64% |
| 2021 | +11.90% | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
DFUS vs SPY Drawdown Comparison
The maximum drawdown for DFUS was -24.62%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current DFUS drawdown is -2.79%. The current SPY drawdown is -3.18%.
| Rank | DFUS | SPY |
|---|---|---|
| #1 | -24.62% Jan 3, 2022 - Dec 13, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -19.44% Feb 19, 2025 - Jun 27, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -8.96% Jan 27, 2026 - Apr 14, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -8.66% Jul 16, 2024 - Sep 19, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -5.53% Mar 28, 2024 - May 14, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -5.29% Oct 28, 2025 - Dec 10, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.07% Sep 3, 2021 - Oct 20, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.60% Dec 4, 2024 - Jan 23, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.52% Nov 16, 2021 - Dec 27, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.46% Jun 2, 2026 - Jun 10, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.07% Jul 12, 2021 - Jul 23, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.06% Oct 8, 2025 - Oct 24, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -2.77% Oct 18, 2024 - Nov 6, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -2.72% Dec 11, 2025 - Dec 23, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.50% Jul 28, 2025 - Aug 12, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between DFUS and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (1999 - 2026)
DFUS vs SPY dividend yield comparison.
| Year | DFUS | SPY |
|---|---|---|
| 2026 | 0.46% | 0.50% |
| 2025 | 0.88% | 1.07% |
| 2024 | 1.04% | 1.21% |
| 2023 | 1.33% | 1.40% |
| 2022 | 1.48% | 1.65% |
| 2021 | 0.85% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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