Compare · 4 funds side by side · dividends reinvested

DFIP, IVV, SGOV and BNDX

DFIPDimensional×IVViShares×SGOViShares×BNDXVanguard×

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

02 / 04

DFIP, IVV, SGOV and BNDX, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.8%+4.5%+3.9%0.0%0.2%$117B2.0

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%$853B2.1

Vanguard Total International Bond ETFBonds & Cash · International0.07%4.63%+1.0%+0.4%+4.4%+0.5%−3.2%3.8%$82.9B2.8

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.3%−0.5%+4.4%[…]−4.3%3.7%$1.1B3.0

Rank among the four1st → 4thFee, 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: DFIP 2021 · IVV 2000 · SGOV 2020 · BNDX 2013

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Inflation-Protected Securities ETF · $1.1B[…]

DFIP

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested

DFIPMeasureIVV

−0.3%Year to dateJan 1 → Nov 9+11.3%

−0.5%1 yearTotal return+13.6%

+4.4%3 years · per year$10,000 became $11,371 · $18,159+22.0%

[…]5 years · per year$10,000 became […] · $17,545+11.9%

0.11%Expense ratio$11 · $3 a year on $10k · lower is better0.03%

5.32%Trailing 12-mo yield$532 · $111 a year on $10k1.11%

−4.3%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.8%

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

3–4IVV wins

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

More Ways to See the Pairs

DFIP vs IVV: Top 5 Holdings

Today

DFIP

[…]in top 5

IVV

in top 527.8%

DFIPStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

DFIP vs IVV Returns, Every Period

DimensionalDFIP

−0.5%

past year

IVViShares

+13.6%

past year

DFIPIVVFaded: behind in that period

0–3IVV wins

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

DFIP vs BNDX

YTD

DimensionalDFIP

−0.3%

BNDXVanguard

+1.0%

−0.3%Year to date+1.0%

−4.3%Worst drop · 1Y−3.2%

3.7%Volatility · 1Y3.8%

5.3%Yield4.6%

$1.1BAssets$82.9B

2–2level

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

Cost, Income and Risk

Fees: DFIP, IVV, SGOV, BNDX

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BNDX0.07%$7

SGOV0.09%$9

DFIP0.11%$11

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

Yields: DFIP, IVV, SGOV, BNDX

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

BNDX4.63%$463

SGOV3.63%$363

IVV1.11%$111

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

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

BNDX$463 − $7 = $456

SGOV$363 − $9 = $354

IVV$111 − $3 = $108

KeptFee

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

Overlap: DFIP, IVV, SGOV, BNDX

Today

[…]holdings […]

DFIPIVVSGOVBNDX

DFIP—[…][…][…]

IVV[…]—[…][…]

SGOV[…][…]—[…]

BNDX[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%IVV, at 13.8% volatility

SGOVWorst drop0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

BNDXWorst drop−3.2%3.8% vol

IVVWorst drop−8.9%13.8% vol

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

Paid More vs Made More

YTD

DFIPIVV

−0.3%Year to date+11.3%

5.3%Yield1.1%

−0.5%Past year+13.6%

0.11%Fee0.03%

3–1IVV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.7B

1–1level

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$853B

0–0level

End-of-day Nov 9, 2026