Compare · 2 funds side by side · dividends reinvested

DFAC and IVV

DFACDimensional×IVViShares×

Versus in desk

Story of the two · Growth3Y$10,000 three years agoDividends reinvested · both on one scale$18,084IVV · 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%0.90%+11.4%+13.8%+21.0%+10.6%−8.5%12.9%$85.7B1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.5

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

End-of-day Nov 6, 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 · $85.7B$16,525

DFAC

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 69.0% in common

DFACMeasureIVV

+11.4%Year to dateJan 1 → Nov 6+8.7%

+13.8%1 yearTotal return+9.8%

+21.0%3 years · per year$10,000 became $17,722 · $18,084+21.8%

+10.6%5 years · per year$10,000 became $16,525 · $17,177+11.4%

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

0.90%Trailing 12-mo yield$90 · $114 a year on $10k1.14%

−8.5%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

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

4–4Level

End-of-day Nov 6, 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%

4.8%NVDA6.9%

5.0%MSFT6.3%

2.7%AMZN4.0%

not top 5GOOGL2.6%

1.9%METAnot top 5

Held in common69.0%

End-of-day Nov 6, 2026 · share of each fund

DFAC vs IVV Returns, Every Period

DimensionalDFAC

+10.6%

5 years, per year

IVViShares

+11.4%

5 years, per year

DFACIVVFaded: behind in that period

2–2Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs IVV

YTD

DimensionalDFAC

+11.4%

IVViShares

+8.7%

+11.4%Year to date+8.7%

−8.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

0.9%Yield1.1%

$85.7BAssets$850B

3–1DFAC wins

End-of-day Nov 6, 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 6, 2026 · fee on $10,000 a year

Yields: DFAC, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

DFAC0.90%$90

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DFAC$90 − $21 = $69

KeptFee

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

Overlap: DFAC, IVV

Today

69.0%most shared, DFAC and IVV

DFACIVV

DFAC—69.0%

IVV69.0%—

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

Return vs Bumpiness: 2 ETFs

+13.8%DFAC, at 12.9% volatility

DFACWorst drop−8.5%12.9% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDFAC

+8.7%Year to date+11.4%

1.1%Yield0.9%

+9.8%Past year+13.8%

0.03%Fee0.21%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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