Compare · 3 funds side by side · dividends reinvested

DFGP, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,493SPY · best of the three

02 / 04

DFGP, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$778B1.8

Dimensional - Global Core Plus Fixed Income ETFBonds & Cash · International0.23%4.81%+1.0%+0.9%[…][…]−3.9%4.5%$3.8B2.0

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%$853B2.0

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: DFGP 2023 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

DFGP

Dimensional - Global Core Plus Fixed Income ETF · $3.8B[…]

$10,000 five years ago, dividends reinvested

IVVMeasureDFGP

+8.7%Year to dateJan 1 → Nov 9+1.0%

+9.8%1 yearTotal return+0.9%

+21.8%3 years · per year$10,000 became $18,084 · […][…]

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $23 a year on $10k · lower is better0.23%

1.14%Trailing 12-mo yield$114 · $481 a year on $10k4.81%

−8.9%Worst dropSmaller is better−3.9%

13.6%VolatilityLower is calmer4.5%

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

3–3Level

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 DFGP: Top 5 Holdings

Today

IVV

27.8%in top 5

DFGP

in top 5[…]

IVVStockDFGP

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs DFGP Returns, Every Period

iSharesIVV

+9.8%

past year

DFGPDimensional

+0.9%

past year

IVVDFGPFaded: behind in that period

2–0IVV wins

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

Core vs Bonds: IVV vs DFGP

YTD

iSharesIVV

+8.7%

DFGPDimensional

+1.0%

+8.7%Year to date+1.0%

−8.9%Worst drop · 1Y−3.9%

13.6%Volatility · 1Y4.5%

1.1%Yield4.8%

$853BAssets$3.8B

3–1DFGP wins

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

Cost, Income and Risk

Fees: DFGP, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFGP0.23%$23

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

Yields: DFGP, IVV, SPY

4.81%highest, DFGP

FundTrailing yieldYield$10k

DFGP4.81%$481

IVV1.14%$114

SPY1.01%$101

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

Income After Fees on $10,000

$458most kept, DFGP

DFGP$481 − $23 = $458

IVV$114 − $3 = $111

SPY$101 − $9 = $92

KeptFee

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

Overlap: DFGP, IVV, SPY

Today

99.9%most shared, IVV and SPY

DFGPIVVSPY

DFGP—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

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

Return vs Bumpiness: 3 ETFs

+13.5%SPY, at 13.7% volatility

DFGPWorst drop−3.9%4.5% vol

IVVWorst drop−8.9%13.6% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

DFGPSPY

+1.0%Year to date+11.2%

4.8%Yield1.0%

+0.9%Past year+13.5%

0.23%Fee0.09%

3–1SPY 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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+8.7%

+11.3%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

1–0VOO 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