Compare · 4 funds side by side · dividends reinvested

DFAT, IVV, VUG and SPY

DFATDimensional×IVViShares×VUGVanguard×SPYSPDR×

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,530IVV · best of the four

Story of the four · IncomeMost incomeDFAT · 1.32% · $132 a year on $10k

Story of the four · RiskSmallest drop

DFAT, IVV, VUG and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.8

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+12.3%+12.7%+21.8%+11.8%−8.9%13.7%$793B2.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.8B2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+5.1%+3.6%+22.6%+10.6%−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 11, 2026 · returns include dividends · since: DFAT 2000 · IVV 2000 · VUG 2004 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.8B$15,714

DFAT

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DFAT vs IVV: Top 5 Holdings

Today

DFAT

3.6%in top 5

IVV

in top 526.9%

DFATStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: DFAT, IVV, VUG, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VUG0.03%$3

SPY0.09%$9

DFAT0.31%$31

End-of-day Nov 11, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

VUG vs SCHG

YTD

VanguardVUG

+5.1%

SCHGSchwab

+5.9%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

IVV

iShares Core S&P 500 ETF · $883B$17,530

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

DFATMeasureIVV

+19.7%Year to dateJan 1 → Nov 11+12.3%

+24.7%1 yearTotal return+12.7%

+17.6%3 years · per year$10,000 became $16,277 · $18,122+21.9%

+9.5%5 years · per year$10,000 became $15,714 · $17,530+11.9%

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

1.32%Trailing 12-mo yield$132 · $110 a year on $10k1.10%

−9.6%Worst dropSmaller is better−8.9%

14.7%VolatilityLower is calmer13.7%

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

3–5IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common0.7%

End-of-day Nov 11, 2026 · share of each fund

DFAT vs IVV Returns, Every Period

5Y

DimensionalDFAT

+9.5%

5 years, per year

IVViShares

+11.9%

5 years, per year

DFATIVVFaded: behind in that period

2–2Level

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFAT vs IVV

YTD

DimensionalDFAT

+19.7%

IVViShares

+12.3%

+19.7%Year to date+12.3%

−9.6%Worst drop · 1Y−8.9%

14.7%Volatility · 1Y13.7%

1.3%Yield1.1%

$31.8BAssets$883B

2–2level

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yields: DFAT, IVV, VUG, SPY

1Y

1.32%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.32%$132

IVV1.10%$110

SPY1.00%$100

VUG0.41%$41

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

DFAT$132 − $31 = $101

SPY$100 − $9 = $91

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAT, IVV, VUG, SPY

Today

99.9%most shared, IVV and SPY

DFATIVVVUGSPY

DFAT—0.7%0.0%0.7%

IVV0.7%—55.0%99.9%

VUG0.0%55.0%—55.0%

SPY0.7%99.9%55.0%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+24.7%DFAT, at 14.7% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

DFATWorst drop−9.6%14.7% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFATIVV

+19.7%Year to date+12.3%

1.3%Yield1.1%

+24.7%Past year+12.7%

0.31%Fee0.03%

3–1DFAT wins

End-of-day Nov 11, 2026

+5.1%Year to date+5.9%

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

$233BAssets$61.0B

1–1level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

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DFAT, IVV, VUG and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four