Compare · 3 funds side by side · dividends reinvested

DFGR, SPY and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

DFGR, SPY and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

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%$850B1.8

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.88%+10.0%+10.4%+13.3%[…]−10.8%12.5%$4.0B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFGR 2022 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFGR

SPY

State Street SPDR S&P 500 ETF · $819B$17,118

$10,000 five years ago, dividends reinvested · they hold 1.8% in common

DFGRMeasureSPY

+10.0%Year to dateJan 1 → Nov 6+8.7%

+10.4%1 yearTotal return+9.7%

+13.3%3 years · per year$10,000 became $14,527 · $18,039+21.7%

[…]5 years · per year$10,000 became […] · $17,118+11.3%

0.22%Expense ratio$22 · $9 a year on $10k · lower is better0.09%

3.88%Trailing 12-mo yield$388 · $103 a year on $10k1.03%

−10.8%Worst dropSmaller is better−8.9%

12.5%VolatilityLower is calmer13.6%

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

4–3DFGR wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFGR vs SPY: Top 5 Holdings

Today

DFGR

28.2%in top 5

SPY

in top 527.8%

DFGRStockSPY

8.9%WELLnot top 5

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

6.2%PLDnot top 5

5.0%EQIXnot top 5

4.4%AMTnot top 5

not top 5AMZN4.0%

3.7%SPGnot top 5

not top 5GOOGL2.6%

Held in common1.8%

End-of-day Nov 6, 2026 · share of each fund

DFGR vs SPY Returns, Every Period

DimensionalDFGR

+10.4%

past year

SPYSPDR

+9.7%

past year

DFGRSPYFaded: behind in that period

2–1DFGR wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Sector vs Core: DFGR vs IVV

YTD

DimensionalDFGR

+10.0%

IVViShares

+8.7%

+10.0%Year to date+8.7%

−10.8%Worst drop · 1Y−8.9%

12.5%Volatility · 1Y13.6%

3.9%Yield1.1%

$4.0BAssets$850B

3–1DFGR wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFGR, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFGR0.22%$22

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFGR, SPY, IVV

3.88%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.88%$388

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$366most kept, DFGR

DFGR$388 − $22 = $366

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: DFGR, SPY, IVV

Today

99.9%most shared, SPY and IVV

DFGRSPYIVV

DFGR—1.8%1.8%

SPY1.8%—99.9%

IVV1.8%99.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.4%DFGR, at 12.5% volatility

DFGRWorst drop−10.8%12.5% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFGRIVV

+10.0%Year to date+8.7%

3.9%Yield1.1%

+10.4%Past year+9.8%

0.22%Fee0.03%

3–1DFGR wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026