Compare · 2 funds side by side · dividends reinvested

DFAR and IVV

DFARDimensional×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

DFAR and IVV, 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%$887B1.4

DFA Real Estate Securities Portfolio ETF Class SharesSectors · Real estate0.22%3.29%+17.7%+17.7%+15.8%[…]−11.5%14.0%$8.8B1.6

Rank among the two1st → 2ndFee, 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: DFAR 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8B[…]

DFAR

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

DFARMeasureIVV

+17.7%Year to dateJan 1 → Nov 5+13.4%

+17.7%1 yearTotal return+13.5%

+15.8%3 years · per year$10,000 became $15,520 · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.22%Expense ratio$22 · $3 a year on $10k · lower is better0.03%

3.29%Trailing 12-mo yield$329 · $109 a year on $10k1.09%

−11.5%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer12.9%

DFARIVV 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

DFAR vs IVV: Top 5 Holdings

Today

DFAR

29.1%in top 5

IVV

in top 527.7%

DFARStockIVV

not top 5AAPL7.7%

7.5%WELLnot top 5

not top 5NVDA7.3%

6.3%PLDnot top 5

not top 5MSFT6.2%

5.3%EQIXnot top 5

5.0%AMTnot top 5

5.0%SPGnot top 5

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common1.7%

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

DFAR vs IVV Returns, Every Period

DimensionalDFAR

+17.7%

past year

IVViShares

+13.5%

past year

DFARIVVFaded: behind in that period

2–1DFAR wins

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

Sector vs Core: DFAR vs IVV

YTD

DimensionalDFAR

+17.7%

IVViShares

+13.4%

+17.7%Year to date+13.4%

−11.5%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y12.9%

3.3%Yield1.1%

$8.8BAssets$887B

2–2level

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

Cost, Income and Risk

Fees: DFAR, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFAR0.22%$22

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

Yields: DFAR, IVV

3.29%highest, DFAR

FundTrailing yieldYield$10k

DFAR3.29%$329

IVV1.09%$109

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

Income After Fees on $10,000

$307most kept, DFAR

DFAR$329 − $22 = $307

IVV$109 − $3 = $106

KeptFee

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

Overlap: DFAR, IVV

Today

1.7%most shared, DFAR and IVV

DFARIVV

DFAR—1.7%

IVV1.7%—

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

Return vs Bumpiness: 2 ETFs

+17.7%DFAR, at 14.0% volatility

IVVWorst drop−8.9%12.9% vol

DFARWorst drop−11.5%14.0% vol

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

Paid More vs Made More

YTD

DFARIVV

+17.7%Year to date+13.4%

3.3%Yield1.1%

+17.7%Past year+13.5%

0.22%Fee0.03%

3–1DFAR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026