Compare · 3 funds side by side · dividends reinvested

DFGR, VTI and IVV

DFGRDimensional×VTIVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

DFGR, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B1.9

Dimensional - Global Real Estate ETFSectors · Real estate0.22%3.83%+11.5%+12.2%+12.6%[…]−10.8%12.6%$4.0B2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFGR 2022 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFGR

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,697

$10,000 five years ago, dividends reinvested · they hold 1.9% in common

DFGRMeasureVTI

+11.5%Year to dateJan 1 → Nov 9+11.6%

+12.2%1 yearTotal return+13.9%

+12.6%3 years · per year$10,000 became $14,261 · $18,090+21.8%

[…]5 years · per year$10,000 became […] · $16,697+10.8%

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

3.83%Trailing 12-mo yield$383 · $106 a year on $10k1.06%

−10.8%Worst dropSmaller is better−8.9%

12.6%VolatilityLower is calmer13.9%

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

2–5VTI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFGR vs VTI: Top 5 Holdings

Today

DFGR

28.3%in top 5

VTI

in top 525.0%

DFGRStockVTI

9.0%WELLnot top 5

not top 5NVDA7.1%

not top 5AAPL6.6%

6.1%PLDnot top 5

not top 5MSFT5.2%

5.1%EQIXnot top 5

4.3%AMTnot top 5

3.8%SPGnot top 5

not top 5AMZN3.3%

not top 5GOOGL2.8%

Held in common1.9%

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

DFGR vs VTI Returns, Every Period

DimensionalDFGR

+12.2%

past year

VTIVanguard

+13.9%

past year

DFGRVTIFaded: behind in that period

0–3VTI wins

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

Sector vs Core: DFGR vs IVV

YTD

DimensionalDFGR

+11.5%

IVViShares

+11.3%

+11.5%Year to date+11.3%

−10.8%Worst drop · 1Y−8.9%

12.6%Volatility · 1Y13.8%

3.8%Yield1.1%

$4.0BAssets$875B

3–1DFGR wins

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

Cost, Income and Risk

Fees: DFGR, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

DFGR0.22%$22

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

Yields: DFGR, VTI, IVV

3.83%highest, DFGR

FundTrailing yieldYield$10k

DFGR3.83%$383

IVV1.11%$111

VTI1.06%$106

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

Income After Fees on $10,000

$361most kept, DFGR

DFGR$383 − $22 = $361

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

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

Overlap: DFGR, VTI, IVV

Today

86.0%most shared, VTI and IVV

DFGRVTIIVV

DFGR—1.9%1.8%

VTI1.9%—86.0%

IVV1.8%86.0%—

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

Return vs Bumpiness: 3 ETFs

+13.9%VTI, at 13.9% volatility

DFGRWorst drop−10.8%12.6% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

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

Paid More vs Made More

YTD

DFGRVTI

+11.5%Year to date+11.6%

3.8%Yield1.1%

+12.2%Past year+13.9%

0.22%Fee0.03%

3–1VTI 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

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026