Compare · 4 funds side by side · dividends reinvested

DFIP, SGOV, IVV and BND

DFIPDimensional×SGOViShares×IVViShares×BNDVanguard×

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, SGOV, IVV and BND, 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%$850B2.1

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%$117B2.3

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%−0.0%+0.6%+5.2%−0.1%−4.5%4.0%$161B2.5

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.31%−0.1%+0.0%+4.6%[…]−4.3%3.7%$1.1B2.9

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 · SGOV 2020 · IVV 2000 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

SGOV

iShares 0-3 Month Treasury Bond ETF · $117B$12,090

$10,000 five years ago, dividends reinvested

IVVMeasureSGOV

+8.7%Year to dateJan 1 → Nov 6+3.2%

+9.8%1 yearTotal return+3.8%

+21.8%3 years · per year$10,000 became $18,084 · $11,419+4.5%

+11.4%5 years · per year$10,000 became $17,177 · $12,090+3.9%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.14%Trailing 12-mo yield$114 · $363 a year on $10k3.63%

−8.9%Worst dropSmaller is better0.0%

13.6%VolatilityLower is calmer0.2%

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

5–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs SGOV: Top 5 Holdings

Today

IVV

27.8%in top 5

SGOV

in top 5[…]

IVVStockSGOV

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

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

IVV vs SGOV Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

SGOViShares

+3.9%

5 years, per year

IVVSGOVFaded: behind in that period

4–0IVV wins

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

Core vs Bonds: IVV vs DFIP

YTD

iSharesIVV

+8.7%

DFIPDimensional

−0.1%

+8.7%Year to date−0.1%

−8.9%Worst drop · 1Y−4.3%

13.6%Volatility · 1Y3.7%

1.1%Yield5.3%

$850BAssets$1.1B

3–1DFIP wins

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

Cost, Income and Risk

Fees: DFIP, SGOV, IVV, BND

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BND0.03%$3

SGOV0.09%$9

DFIP0.11%$11

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

Yields: DFIP, SGOV, IVV, BND

5.31%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.31%$531

BND4.12%$412

SGOV3.63%$363

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

BND$412 − $3 = $409

SGOV$363 − $9 = $354

IVV$114 − $3 = $111

KeptFee

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

Overlap: DFIP, SGOV, IVV, BND

Today

[…]holdings […]

DFIPSGOVIVVBND

DFIP—[…][…][…]

SGOV[…]—[…][…]

IVV[…][…]—[…]

BND[…][…][…]—

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

SGOVWorst drop0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

BNDWorst drop−4.5%4.0% 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

BND vs AGG

YTD

VanguardBND

−0.0%

AGGiShares

−0.0%

−0.0%Year to date−0.0%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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