Compare · 2 funds side by side · dividends reinvested

DFAS and IVV

DFASDimensional×IVViShares×

Versus in desk

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

02 / 04

DFAS 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%$872B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.8

Rank among the two1st → 2ndFee, 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: DFAS 1992 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,758

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

IVVMeasureDFAS

+13.4%Year to dateJan 1 → Nov 4+17.0%

+13.5%1 yearTotal return+20.4%

+24.2%3 years · per year$10,000 became $19,178 · $16,976+19.3%

+12.6%5 years · per year$10,000 became $18,118 · $14,758+8.1%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.09%Trailing 12-mo yield$109 · $100 a year on $10k1.00%

−8.9%Worst dropSmaller is better−9.4%

12.9%VolatilityLower is calmer15.3%

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

6–2IVV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs DFAS: Top 5 Holdings

Today

IVV

27.3%in top 5

DFAS

in top 51.4%

IVVStockDFAS

7.7%NVDAnot top 5

7.4%AAPLnot top 5

5.9%MSFTnot top 5

3.8%AMZNnot top 5

2.5%GOOGLnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5MOG-A0.3%

not top 5WCC0.3%

not top 5AIT0.3%

Held in common1.0%

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

IVV vs DFAS Returns, Every Period

iSharesIVV

+12.6%

5 years, per year

DFASDimensional

+8.1%

5 years, per year

IVVDFASFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs DFAS

YTD

iSharesIVV

+13.4%

DFASDimensional

+17.0%

+13.4%Year to date+17.0%

−8.9%Worst drop · 1Y−9.4%

12.9%Volatility · 1Y15.3%

1.1%Yield1.0%

$872BAssets$34.7B

3–1IVV wins

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

Cost, Income and Risk

Fees: DFAS, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFAS0.30%$30

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

Yields: DFAS, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

DFAS1.00%$100

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, IVV

Today

1.0%most shared, DFAS and IVV

DFASIVV

DFAS—1.0%

IVV1.0%—

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

Return vs Bumpiness: 2 ETFs

+20.4%DFAS, at 15.3% volatility

IVVWorst drop−8.9%12.9% vol

DFASWorst drop−9.4%15.3% vol

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

Paid More vs Made More

YTD

IVVDFAS

+13.4%Year to date+17.0%

1.1%Yield1.0%

+13.5%Past year+20.4%

0.03%Fee0.30%

2–2level

End-of-day Nov 4, 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%

$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