Compare · 3 funds side by side · dividends reinvested

DFAS, VTV and IVV

DFASDimensional×VTVVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

DFAS, VTV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.1

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%$853B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$33.7B2.8

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 · VTV 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,545

IVV

DFAS

Dimensional - US Small Cap ETF · $33.7B$14,033

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

IVVMeasureDFAS

+11.3%Year to dateJan 1 → Nov 9+16.1%

+13.6%1 yearTotal return+20.9%

+22.0%3 years · per year$10,000 became $18,159 · $16,239+17.5%

+11.9%5 years · per year$10,000 became $17,545 · $14,033+7.0%

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

1.11%Trailing 12-mo yield$111 · $100 a year on $10k1.00%

−8.9%Worst dropSmaller is better−9.4%

13.8%VolatilityLower is calmer15.9%

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

6–2IVV wins

End-of-day Nov 9, 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

27.8%in top 5

DFAS

in top 51.3%

IVVStockDFAS

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

IVV vs DFAS Returns, Every Period

iSharesIVV

+11.9%

5 years, per year

DFASDimensional

+7.0%

5 years, per year

IVVDFASFaded: behind in that period

2–2Level

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

Core vs Stocks: IVV vs VTV

YTD

iSharesIVV

+11.3%

VTVVanguard

+20.9%

+11.3%Year to date+20.9%

−8.9%Worst drop · 1Y−6.4%

13.8%Volatility · 1Y10.8%

1.1%Yield1.8%

$853BAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: DFAS, VTV, IVV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IVV0.03%$3

DFAS0.30%$30

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

Yields: DFAS, VTV, IVV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IVV1.11%$111

DFAS1.00%$100

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVV$111 − $3 = $108

DFAS$100 − $30 = $70

KeptFee

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

Overlap: DFAS, VTV, IVV

Today

43.7%most shared, VTV and IVV

DFASVTVIVV

DFAS—0.1%1.0%

VTV0.1%—43.7%

IVV1.0%43.7%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% 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

VTVDFAS

+20.9%Year to date+16.1%

1.8%Yield1.0%

+25.4%Past year+20.9%

0.03%Fee0.30%

4–0VTV wins

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV 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$853B

0–0level

End-of-day Nov 9, 2026