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If you invested $100 a month in Dimensional US Core Equity Market ETF

Buying $100 at each monthly close from November 2021 through October 2026, with dividends reinvested, turns $6,000.00 contributed into $9,216.62 as of October 29, 2026. Annualized money-weighted IRR: 17.75%.

Monthly scheduleInvestedValueAnnualized (money-weighted IRR)SPY same-schedule value (reinvested)
5 years · $50/month$3,000.00$4,608.3117.75%$4,658.67 · 60 contributions · $3,000.00 invested · 2021-10 to 2026-10
5 years · $100/month$6,000.00$9,216.6217.75%$9,317.33 · 60 contributions · $6,000.00 invested · 2021-10 to 2026-10
5 years · $500/month$30,000.00$46,083.0917.75%$46,586.66 · 60 contributions · $30,000.00 invested · 2021-10 to 2026-10
10 years · $50/monthNot enough historyNot enough historyNot enough historyNot enough history
10 years · $100/monthNot enough historyNot enough historyNot enough historyNot enough history
10 years · $500/monthNot enough historyNot enough historyNot enough historyNot enough history
20 years · $50/monthNot enough historyNot enough historyNot enough historyNot enough history
20 years · $100/monthNot enough historyNot enough historyNot enough historyNot enough history
20 years · $500/monthNot enough historyNot enough historyNot enough historyNot enough history

Asset last price date: 2026-10-29; SPY last price date: 2026-10-29. The latest month may be incomplete. Zero initial investment; contributions start the following month. Monthly observations are estimates, not executable trades. Fees, taxes and FX excluded. Curated surviving assets; delisted companies are absent. Not financial advice. Past performance doesn’t predict future returns.

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Monthly closing prices. No fees, taxes or FX.

YOUR INVESTMENT TODAY
$9,216.62

$3,216.62 total gain · 53.61% total return

Amount invested$6,000.00
Annualized (money-weighted IRR)17.75%
Investment multiple1.54×

● Your investment● S&P 500 (SPY)

Dimensional US Core Equity Market ETF history · Methodology

2021 · 2022 · 2023 · 2024