Compare · 4 funds side by side · dividends reinvested

DFIP, MUB, VOO and SGOV

DFIPDimensional×MUBiShares×VOOVanguard×SGOViShares×

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

02 / 04

DFIP, MUB, VOO and SGOV, 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

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%+0.0%+4.6%[…]−4.3%3.7%$1.1B2.7

iShares National Muni Bond ETFBonds & Cash · Municipal0.05%3.27%+0.5%+0.9%+4.5%+0.8%−6.3%3.7%$55.0B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFIP 2021 · MUB 2007 · VOO 2010 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

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

DFIP

MUB

iShares National Muni Bond ETF · $55.0B$10,414

$10,000 five years ago, dividends reinvested

DFIPMeasureMUB

−0.1%Year to dateJan 1 → Nov 6+0.5%

+0.0%1 yearTotal return+0.9%

+4.6%3 years · per year$10,000 became $11,443 · $11,418+4.5%

[…]5 years · per year$10,000 became […] · $10,414+0.8%

0.11%Expense ratio$11 · $5 a year on $10k · lower is better0.05%

5.31%Trailing 12-mo yield$531 · $327 a year on $10k3.27%

−4.3%Worst dropSmaller is better−6.3%

3.7%VolatilityLower is calmer3.7%

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

3–3Level

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 MUB: Top 5 Holdings

Today

DFIP

[…]in top 5

MUB

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

DFIP vs MUB Returns, Every Period

DimensionalDFIP

+0.0%

past year

MUBiShares

+0.9%

past year

DFIPMUBFaded: behind in that period

1–2MUB wins

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

DFIP vs SGOV

YTD

DimensionalDFIP

−0.1%

SGOViShares

+3.2%

−0.1%Year to date+3.2%

−4.3%Worst drop · 1Y+0.0%

3.7%Volatility · 1Y0.2%

5.3%Yield3.6%

$1.1BAssets$117B

3–1SGOV wins

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

Cost, Income and Risk

Fees: DFIP, MUB, VOO, SGOV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MUB0.05%$5

SGOV0.09%$9

DFIP0.11%$11

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

Yields: DFIP, MUB, VOO, SGOV

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

SGOV3.63%$363

MUB3.27%$327

VOO1.10%$110

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

Income After Fees on $10,000

$520most kept, DFIP

DFIP$531 − $11 = $520

SGOV$363 − $9 = $354

MUB$327 − $5 = $322

VOO$110 − $3 = $107

KeptFee

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

Overlap: DFIP, MUB, VOO, SGOV

Today

[…]holdings […]

DFIPMUBVOOSGOV

DFIP—[…][…][…]

MUB[…]—[…][…]

VOO[…][…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+9.8%VOO, at 13.5% volatility

SGOVWorst drop0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

MUBWorst drop−6.3%3.7% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

DFIPVOO

−0.1%Year to date+8.7%

5.3%Yield1.1%

+0.0%Past year+9.8%

0.11%Fee0.03%

3–1VOO 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

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date+3.1%

3.6%Yield3.7%

$117BAssets$48.4B

1–1level

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