Compare · 4 funds side by side · dividends reinvested

DFAT, IVV, IWF and VOO

DFATDimensional×IVViShares×IWFiShares×VOOVanguard×

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

02 / 04

DFAT, IVV, IWF and VOO, 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%$853B1.5

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%$1.00T2.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.3%+26.4%+18.0%+9.8%−9.6%14.8%$30.8B2.5

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.8

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: DFAT 2000 · IVV 2000 · IWF 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Targeted Value ETF · $30.8B$15,930

DFAT

IVV

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

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

DFATMeasureIVV

+19.3%Year to dateJan 1 → Nov 9+11.3%

+26.4%1 yearTotal return+13.6%

+18.0%3 years · per year$10,000 became $16,444 · $18,159+22.0%

+9.8%5 years · per year$10,000 became $15,930 · $17,545+11.9%

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.32%Trailing 12-mo yield$132 · $111 a year on $10k1.11%

−9.6%Worst dropSmaller is better−8.9%

14.8%VolatilityLower is calmer13.8%

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

3–5IVV wins

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

More Ways to See the Pairs

DFAT vs IVV: Top 5 Holdings

Today

DFAT

3.6%in top 5

IVV

in top 527.8%

DFATStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.8%OVVnot top 5

0.7%BALLnot top 5

0.7%CNHnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.7%

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

DFAT vs IVV Returns, Every Period

DimensionalDFAT

+9.8%

5 years, per year

IVViShares

+11.9%

5 years, per year

DFATIVVFaded: behind in that period

2–2Level

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

Stocks vs Core: DFAT vs IVV

YTD

DimensionalDFAT

+19.3%

IVViShares

+11.3%

+19.3%Year to date+11.3%

−9.6%Worst drop · 1Y−8.9%

14.8%Volatility · 1Y13.8%

1.3%Yield1.1%

$30.8BAssets$853B

2–2level

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

Cost, Income and Risk

Fees: DFAT, IVV, IWF, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

IWF0.18%$18

DFAT0.31%$31

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

Yields: DFAT, IVV, IWF, VOO

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

IVV1.11%$111

VOO1.07%$107

IWF0.38%$38

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

DFAT$132 − $31 = $101

IWF$38 − $18 = $20

KeptFee

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

Overlap: DFAT, IVV, IWF, VOO

Today

92.7%most shared, IVV and VOO

DFATIVVIWFVOO

DFAT—0.7%0.0%0.7%

IVV0.7%—56.0%92.7%

IWF0.0%56.0%—59.3%

VOO0.7%92.7%59.3%—

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

Return vs Bumpiness: 4 ETFs

+26.4%DFAT, at 14.8% volatility

VOOWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

DFATWorst drop−9.6%14.8% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

DFATIVV

+19.3%Year to date+11.3%

1.3%Yield1.1%

+26.4%Past year+13.6%

0.31%Fee0.03%

3–1DFAT wins

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026