Compare · 4 funds side by side · dividends reinvested

DFIP, IVV, SGOV and SPYM

DFIPDimensional×IVViShares×SGOViShares×SPYMSPDR×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,553SPYM · best of the four

02 / 04

DFIP, IVV, SGOV and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.03%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$179B2.1

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%$853B2.4

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%$117B2.4

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 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

DFIP

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

$10,000 five years ago, dividends reinvested

IVVMeasureDFIP

+11.3%Year to dateJan 1 → Nov 9−0.3%

+13.6%1 yearTotal return−0.5%

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

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

0.03%Expense ratio$3 · $11 a year on $10k · lower is better0.11%

1.11%Trailing 12-mo yield$111 · $532 a year on $10k5.32%

−8.9%Worst dropSmaller is better−4.3%

13.8%VolatilityLower is calmer3.7%

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

4–3IVV wins

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 DFIP: Top 5 Holdings

Today

IVV

27.8%in top 5

DFIP

in top 5[…]

IVVStockDFIP

7.9%AAPLnot top 5

7.1%NVDAnot top 5

6.2%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 DFIP Returns, Every Period

iSharesIVV

+13.6%

past year

DFIPDimensional

−0.5%

past year

IVVDFIPFaded: behind in that period

3–0IVV wins

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

Core vs Bonds: IVV vs DFIP

YTD

iSharesIVV

+11.3%

DFIPDimensional

−0.3%

+11.3%Year to date−0.3%

−8.9%Worst drop · 1Y−4.3%

13.8%Volatility · 1Y3.7%

1.1%Yield5.3%

$853BAssets$1.1B

3–1DFIP wins

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

Cost, Income and Risk

Fees: DFIP, IVV, SGOV, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

IVV0.03%$3

SGOV0.09%$9

DFIP0.11%$11

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

Yields: DFIP, IVV, SGOV, SPYM

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

SGOV3.63%$363

IVV1.11%$111

SPYM1.03%$103

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

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

SGOV$363 − $9 = $354

IVV$111 − $3 = $108

SPYM$103 − $2 = $101

KeptFee

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

Overlap: DFIP, IVV, SGOV, SPYM

Today

99.9%most shared, IVV and SPYM

DFIPIVVSGOVSPYM

DFIP—[…][…][…]

IVV[…]—[…]99.9%

SGOV[…][…]—[…]

SPYM[…]99.9%[…]—

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

SPYMWorst drop−8.9%13.7% 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

DFIPSPYM

−0.3%Year to date+11.3%

5.3%Yield1.0%

−0.5%Past year+13.6%

0.11%Fee0.02%

3–1SPYM 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