Compare · 3 funds side by side · dividends reinvested

DFIP, IVV and BND

DFIPDimensional×IVViShares×BNDVanguard×

Story of the three · Growth3Y$10,000 three years agoDividends reinvested · all three on one scale$18,221IVV · best of the three

02 / 04

DFIP, IVV and BND, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.8

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B1.9

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%−0.4%+4.9%[…]−4.3%3.7%$1.1B2.1

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFIP 2021 · IVV 2000 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested

DFIPMeasureIVV

−0.1%Year to dateJan 1 → Nov 5+8.4%

−0.4%1 yearTotal return+9.7%

+4.9%3 years · per year$10,000 became $11,548 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.11%Expense ratio$11 · $3 a year on $10k · lower is better0.03%

5.31%Trailing 12-mo yield$531 · $114 a year on $10k1.14%

−4.3%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.6%

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

3–4IVV wins

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

More Ways to See the Pairs

DFIP vs IVV: Top 5 Holdings

Today

DFIP

[…]in top 5

IVV

in top 527.7%

DFIPStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DFIP vs IVV Returns, Every Period

DimensionalDFIP

−0.4%

past year

IVViShares

+9.7%

past year

DFIPIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DFIP vs BND

YTD

DimensionalDFIP

−0.1%

BNDVanguard

+0.1%

−0.1%Year to date+0.1%

−4.3%Worst drop · 1Y−4.5%

3.7%Volatility · 1Y4.0%

5.3%Yield4.1%

$1.1BAssets$161B

3–1DFIP wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIP, IVV, BND

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BND0.03%$3

DFIP0.11%$11

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFIP, IVV, BND

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

BND4.12%$412

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

BND$412 − $3 = $409

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFIP, IVV, BND

Today

[…]holdings […]

DFIPIVVBND

DFIP—[…][…]

IVV[…]—[…]

BND[…][…]—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

DFIPWorst drop−4.3%3.7% vol

BNDWorst drop−4.5%4.0% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFIPIVV

−0.1%Year to date+8.4%

5.3%Yield1.1%

−0.4%Past year+9.7%

0.11%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026