Compare · 4 funds side by side · dividends reinvested

DFIP, MUB, IVV and VCIT

DFIPDimensional×MUBiShares×IVViShares×VCITVanguard×

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

02 / 04

DFIP, MUB, IVV and VCIT, 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%$853B2.1

Vanguard Intermediate-Term Corporate Bond ETFBonds & Cash · Corporate0.03%5.02%−0.8%+0.4%+6.9%+1.0%−4.9%4.5%$66.6B2.4

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%+0.0%+4.6%[…]−4.3%3.7%$1.1B2.4

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B2.8

Rank among the four1st → 4thFee, 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: DFIP 2021 · MUB 2007 · IVV 2000 · VCIT 2009

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$17,177

$10,000 five years ago, dividends reinvested

DFIPMeasureIVV

−0.1%Year to dateJan 1 → Nov 6+8.7%

+0.0%1 yearTotal return+9.8%

+4.6%3 years · per year$10,000 became $11,443 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

5.31%Trailing 12-mo yield$531 · $114 a year on $10k1.14%

−4.3%Worst dropSmaller is better−8.9%

3.7%VolatilityLower is calmer13.6%

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

3–4IVV wins

End-of-day Nov 6, 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 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

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

DFIP vs IVV Returns, Every Period

DimensionalDFIP

+0.0%

past year

IVViShares

+9.8%

past year

DFIPIVVFaded: behind in that period

0–3IVV wins

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

DFIP vs VCIT

YTD

DimensionalDFIP

−0.1%

VCITVanguard

−0.8%

−0.1%Year to date−0.8%

−4.3%Worst drop · 1Y−4.9%

3.7%Volatility · 1Y4.5%

5.3%Yield5.0%

$1.1BAssets$66.6B

4–0DFIP wins

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

Cost, Income and Risk

Fees: DFIP, MUB, IVV, VCIT

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VCIT0.03%$3

MUB0.05%$5

DFIP0.11%$11

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

Yields: DFIP, MUB, IVV, VCIT

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

VCIT5.02%$502

MUB3.27%$327

IVV1.14%$114

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

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

VCIT$502 − $3 = $499

MUB$327 − $5 = $322

IVV$114 − $3 = $111

KeptFee

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

Overlap: DFIP, MUB, IVV, VCIT

Today

[…]holdings […]

DFIPMUBIVVVCIT

DFIP—[…][…][…]

MUB[…]—[…][…]

IVV[…][…]—[…]

VCIT[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%IVV, at 13.6% volatility

DFIPWorst drop−4.3%3.7% vol

MUBWorst drop−6.3%3.7% vol

VCITWorst drop−4.9%4.5% 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

DFIPIVV

−0.1%Year to date+8.7%

5.3%Yield1.1%

+0.0%Past year+9.8%

0.11%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Four

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$853B

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