Compare · 4 funds side by side · dividends reinvested

DFAT, IVV, VOO and VUG

DFATDimensional×IVViShares×VOOVanguard×VUGVanguard×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,269VOO · best of the four

Story of the four · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the four · RiskSmallest drop

DFAT, IVV, VOO and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.6%+21.5%+11.5%−8.9%13.7%$1.00T2.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.6B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B3.1

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFAT 2000 · IVV 2000 · VOO 2010 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,265

IVV

More Ways to See the Pairs

IVV vs DFAT: Top 5 Holdings

Today

IVV

26.8%in top 5

DFAT

in top 53.6%

IVVStockDFAT

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: DFAT, IVV, VOO, VUG

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

VUG0.03%$3

DFAT0.31%$31

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

DFAT

Dimensional - US Targeted Value ETF · $31.6B$15,377

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

IVVMeasureDFAT

+11.5%Year to dateJan 1 → Nov 13+18.8%

+11.6%1 yearTotal return+22.8%

+21.5%3 years · per year$10,000 became $17,931 · $16,427+18.0%

+11.5%5 years · per year$10,000 became $17,265 · $15,377+9.0%

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

1.11%Trailing 12-mo yield$111 · $133 a year on $10k1.33%

−8.9%Worst dropSmaller is better−9.6%

13.8%VolatilityLower is calmer14.8%

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

5–3IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5OVV0.8%

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.7%

End-of-day Nov 13, 2026 · share of each fund

IVV vs DFAT Returns, Every Period

5Y

iSharesIVV

+11.5%

5 years, per year

DFATDimensional

+9.0%

5 years, per year

IVVDFATFaded: behind in that period

2–2Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs DFAT

YTD

iSharesIVV

+11.5%

DFATDimensional

+18.8%

+11.5%Year to date+18.8%

−8.9%Worst drop · 1Y−9.6%

13.8%Volatility · 1Y14.8%

1.1%Yield1.3%

$875BAssets$31.6B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DFAT, IVV, VOO, VUG

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

IVV1.11%$111

VOO1.07%$107

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

DFAT$133 − $31 = $102

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFAT, IVV, VOO, VUG

Today

93.3%most shared, IVV and VOO

DFATIVVVOOVUG

DFAT—0.7%0.7%0.0%

IVV0.7%—93.3%55.2%

VOO0.7%93.3%—58.2%

VUG0.0%55.2%58.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+22.8%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

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFATIVV

+18.8%Year to date+11.5%

1.3%Yield1.1%

+22.8%Past year+11.6%

0.31%Fee0.03%

3–1DFAT wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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DFAT, IVV, VOO and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four