Compare · 4 funds side by side · dividends reinvested

DFAS, VOO, IVV and SPY

DFASDimensional×VOOVanguard×IVViShares×SPYSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

DFAS, VOO, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B2.4

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%$778B2.5

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.6%+21.5%+17.7%+7.1%−9.4%16.0%$33.7B3.3

Rank among the four1st → 4thFee, 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 · VOO 2010 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $33.7B$14,093

DFAS

VOO

Vanguard S&P 500 ETF · $1.00T$17,543

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

DFASMeasureVOO

+16.6%Year to dateJan 1 → Nov 9+11.3%

+21.5%1 yearTotal return+13.6%

+17.7%3 years · per year$10,000 became $16,308 · $18,159+22.0%

+7.1%5 years · per year$10,000 became $14,093 · $17,543+11.9%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

1.00%Trailing 12-mo yield$100 · $107 a year on $10k1.07%

−9.4%Worst dropSmaller is better−8.9%

16.0%VolatilityLower is calmer13.7%

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

2–6VOO wins

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

More Ways to See the Pairs

DFAS vs VOO: Top 5 Holdings

Today

DFAS

1.3%in top 5

VOO

in top 528.3%

DFASStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

0.3%SWKSnot top 5

0.3%CCKnot top 5

0.3%SJMnot top 5

0.3%BJnot top 5

0.2%UMBFnot top 5

Held in common0.9%

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

DFAS vs VOO Returns, Every Period

DimensionalDFAS

+7.1%

5 years, per year

VOOVanguard

+11.9%

5 years, per year

DFASVOOFaded: behind in that period

2–2Level

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

Stocks vs Core: DFAS vs IVV

YTD

DimensionalDFAS

+16.6%

IVViShares

+8.7%

+16.6%Year to date+8.7%

−9.4%Worst drop · 1Y−8.9%

16.0%Volatility · 1Y13.6%

1.0%Yield1.1%

$33.7BAssets$853B

3–1IVV wins

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

Cost, Income and Risk

Fees: DFAS, VOO, IVV, SPY

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

SPY0.09%$9

DFAS0.30%$30

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

Yields: DFAS, VOO, IVV, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.07%$107

SPY1.01%$101

DFAS1.00%$100

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$107 − $3 = $104

SPY$101 − $9 = $92

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, VOO, IVV, SPY

Today

99.9%most shared, IVV and SPY

DFASVOOIVVSPY

DFAS—0.9%1.0%1.0%

VOO0.9%—92.2%92.2%

IVV1.0%92.2%—99.9%

SPY1.0%92.2%99.9%—

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

Return vs Bumpiness: 4 ETFs

+21.5%DFAS, at 16.0% volatility

IVVWorst drop−8.9%13.6% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

DFASWorst drop−9.4%16.0% vol

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

Paid More vs Made More

YTD

IVVDFAS

+8.7%Year to date+16.6%

1.1%Yield1.0%

+9.8%Past year+21.5%

0.03%Fee0.30%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026