Compare · 3 funds side by side · dividends reinvested

DFAC, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

DFAC, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$87.6B2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFAC 2005 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $87.6B$17,417

DFAC

IVV

iShares Core S&P 500 ETF · $872B$18,118

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

DFACMeasureIVV

+15.8%Year to dateJan 1 → Nov 4+13.4%

+17.7%1 yearTotal return+13.5%

+23.2%3 years · per year$10,000 became $18,682 · $19,178+24.2%

+11.7%5 years · per year$10,000 became $17,417 · $18,118+12.6%

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

0.87%Trailing 12-mo yield$87 · $109 a year on $10k1.09%

−8.5%Worst dropSmaller is better−8.9%

12.3%VolatilityLower is calmer12.9%

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

4–4Level

End-of-day Nov 4, 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

20.1%in top 5

IVV

in top 527.3%

DFACStockIVV

5.3%NVDA7.7%

5.6%AAPL7.4%

4.8%MSFT5.9%

2.6%AMZN3.8%

not top 5GOOGL2.5%

1.9%METAnot top 5

Held in common68.9%

End-of-day Nov 4, 2026 · share of each fund

DFAC vs IVV Returns, Every Period

DimensionalDFAC

+11.7%

5 years, per year

IVViShares

+12.6%

5 years, per year

DFACIVVFaded: behind in that period

2–2Level

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAC vs IVV

YTD

DimensionalDFAC

+15.8%

IVViShares

+13.4%

+15.8%Year to date+13.4%

−8.5%Worst drop · 1Y−8.9%

12.3%Volatility · 1Y12.9%

0.9%Yield1.1%

$87.6BAssets$872B

3–1DFAC wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAC, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFAC0.21%$21

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAC, IVV, SPY

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

SPY0.99%$99

DFAC0.87%$87

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

SPY$99 − $9 = $90

DFAC$87 − $21 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAC, IVV, SPY

Today

99.9%most shared, IVV and SPY

DFACIVVSPY

DFAC—68.9%68.9%

IVV68.9%—99.9%

SPY68.9%99.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

DFACWorst drop−8.5%12.3% vol

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDFAC

+13.4%Year to date+15.8%

1.1%Yield0.9%

+13.5%Past year+17.7%

0.03%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026