Compare · 3 funds side by side · dividends reinvested

DFAS, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

DFAS, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.5

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFAS 1992 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 500 ETF · $778B$17,493

SPY

DFAS

Dimensional - US Small Cap ETF · $34.7B$14,033

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

SPYMeasureDFAS

+11.2%Year to dateJan 1 → Nov 9+16.1%

+13.5%1 yearTotal return+20.9%

+21.9%3 years · per year$10,000 became $18,118 · $16,239+17.5%

+11.8%5 years · per year$10,000 became $17,493 · $14,033+7.0%

0.09%Expense ratio$9 · $30 a year on $10k · lower is better0.30%

1.01%Trailing 12-mo yield$101 · $100 a year on $10k1.00%

−8.9%Worst dropSmaller is better−9.4%

13.7%VolatilityLower is calmer15.9%

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

6–2SPY wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPY vs DFAS: Top 5 Holdings

Today

SPY

27.8%in top 5

DFAS

in top 51.3%

SPYStockDFAS

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5SWKS0.3%

not top 5ELAN0.3%

not top 5CCK0.3%

not top 5MOG-A0.2%

not top 5SJM0.2%

Held in common1.0%

End-of-day Nov 9, 2026 · share of each fund

SPY vs DFAS Returns, Every Period

SPDRSPY

+11.8%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

SPYDFASFaded: behind in that period

2–2Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SPY vs IVV

YTD

SPDRSPY

+11.2%

IVViShares

+11.3%

+11.2%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.7%Volatility · 1Y13.8%

1.0%Yield1.1%

$778BAssets$875B

2–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFAS0.30%$30

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFAS, SPY, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

DFAS1.00%$100

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFAS, SPY, IVV

Today

99.9%most shared, SPY and IVV

DFASSPYIVV

DFAS—1.0%1.0%

SPY1.0%—99.9%

IVV1.0%99.9%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

DFASWorst drop−9.4%15.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDFAS

+11.3%Year to date+16.1%

1.1%Yield1.0%

+13.6%Past year+20.9%

0.03%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026