Compare · 2 funds side by side · dividends reinvested

DFGR and IVV

DFGRDimensional×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

DFGR and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.87%+10.5%+11.1%+13.8%[…]−10.8%12.5%$4.0B1.4

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFGR 2022 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Global Real Estate ETF · $4.0B[…]

DFGR

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

DFGRMeasureIVV

+10.5%Year to dateJan 1 → Nov 5+8.4%

+11.1%1 yearTotal return+9.7%

+13.8%3 years · per year$10,000 became $14,720 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.22%Expense ratio$22 · $3 a year on $10k · lower is better0.03%

3.87%Trailing 12-mo yield$387 · $114 a year on $10k1.14%

−10.8%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer13.6%

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

4–3DFGR wins

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

More Ways to See the Pairs

DFGR vs IVV: Top 5 Holdings

Today

DFGR

28.5%in top 5

IVV

in top 527.7%

DFGRStockIVV

9.0%WELLnot top 5

not top 5AAPL7.7%

not top 5NVDA7.3%

6.2%PLDnot top 5

not top 5MSFT6.2%

5.2%EQIXnot top 5

4.4%AMTnot top 5

not top 5AMZN3.9%

3.7%SPGnot top 5

not top 5GOOGL2.6%

Held in common1.7%

End-of-day Nov 5, 2026 · share of each fund

DFGR vs IVV Returns, Every Period

DimensionalDFGR

+11.1%

past year

IVViShares

+9.7%

past year

DFGRIVVFaded: behind in that period

2–1DFGR wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Sector vs Core: DFGR vs IVV

YTD

DimensionalDFGR

+10.5%

IVViShares

+8.4%

+10.5%Year to date+8.4%

−10.8%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y13.6%

3.9%Yield1.1%

$4.0BAssets$887B

3–1DFGR wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFGR, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFGR0.22%$22

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFGR, IVV

3.87%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.87%$387

IVV1.14%$114

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$365most kept, DFGR

DFGR$387 − $22 = $365

IVV$114 − $3 = $111

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFGR, IVV

Today

1.7%most shared, DFGR and IVV

DFGRIVV

DFGR—1.7%

IVV1.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+11.1%DFGR, at 12.5% volatility

DFGRWorst drop−10.8%12.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRIVV

+10.5%Year to date+8.4%

3.9%Yield1.1%

+11.1%Past year+9.7%

0.22%Fee0.03%

3–1DFGR wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026