Compare · 2 funds side by side · dividends reinvested

DFAC and IVV

DFACDimensional×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,545IVV · best of the two

02 / 04

DFAC and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$87.7B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: DFAC 2005 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.7B$17,787

DFAC

IVV

iShares Core S&P 500 ETF · $875B$18,159

$10,000 three years ago, dividends reinvested · they hold 68.9% in common

DFACMeasureIVV

+14.1%Year to dateJan 1 → Nov 9+11.3%

+17.7%1 yearTotal return+13.6%

+21.2%3 years · per year$10,000 became $17,787 · $18,159+22.0%

+11.0%5 years · per year$10,000 became $16,820 · $17,545+11.9%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $111 a year on $10k1.11%

−8.5%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.8%

DFACIVV Winner of the row, in its colourEach row: the bigger of the two fills its side

4–4Level

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAC vs IVV: Top 5 Holdings

Today

DFAC

20.4%in top 5

IVV

in top 527.8%

DFACStockIVV

5.9%AAPL7.9%

4.9%NVDA7.1%

5.0%MSFT6.2%

2.7%AMZN4.0%

not top 5GOOGL2.6%

1.9%METAnot top 5

Held in common68.9%

End-of-day Nov 9, 2026 · share of each fund

DFAC vs IVV Returns, Every Period

DimensionalDFAC

+11.0%

5 years, per year

IVViShares

+11.9%

5 years, per year

DFACIVVFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs IVV

YTD

DimensionalDFAC

+14.1%

IVViShares

+11.3%

+14.1%Year to date+11.3%

−8.5%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.8%

0.9%Yield1.1%

$87.7BAssets$875B

3–1DFAC wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFAC0.21%$21

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAC, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

DFAC0.88%$88

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAC, IVV

Today

68.9%most shared, DFAC and IVV

DFACIVV

DFAC—68.9%

IVV68.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

IVVWorst drop−8.9%13.8% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDFAC

+11.3%Year to date+14.1%

1.1%Yield0.9%

+13.6%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026