Compare · 4 funds side by side · dividends reinvested

DFIP, TLT, VOO and SGOV

DFIPDimensional×TLTiShares×VOOVanguard×SGOViShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

DFIP, TLT, 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%$116B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T2.0

Dimensional - Inflation-Protected Securities ETFBonds & Cash · Treasuries0.11%5.32%−0.3%−0.5%+4.4%[…]−4.3%3.7%$1.1B2.4

iShares 20+ Year Treasury Bond ETFBonds & Cash · Treasuries0.15%4.77%−2.3%−4.4%+2.3%−7.7%−12.5%9.5%$48.7B3.5

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 · TLT 2002 · VOO 2010 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

iShares 20+ Year Treasury Bond ETF · $48.7B$6,714

TLT

DFIP

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

$10,000 five years ago, dividends reinvested

TLTMeasureDFIP

−2.3%Year to dateJan 1 → Nov 9−0.3%

−4.4%1 yearTotal return−0.5%

+2.3%3 years · per year$10,000 became $10,710 · $11,371+4.4%

−7.7%5 years · per year$10,000 became $6,714 · […][…]

0.15%Expense ratio$15 · $11 a year on $10k · lower is better0.11%

4.77%Trailing 12-mo yield$477 · $532 a year on $10k5.32%

−12.5%Worst dropSmaller is better−4.3%

9.5%VolatilityLower is calmer3.7%

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

0–7DFIP wins

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

More Ways to See the Pairs

TLT vs DFIP: Top 5 Holdings

Today

TLT

[…]in top 5

DFIP

in top 5[…]

Holdings […] not in today’s data

Held in common[…]

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

TLT vs DFIP Returns, Every Period

iSharesTLT

−4.4%

past year

DFIPDimensional

−0.5%

past year

TLTDFIPFaded: behind in that period

0–3DFIP wins

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

TLT vs DFIP

YTD

iSharesTLT

−2.3%

DFIPDimensional

−0.3%

−2.3%Year to date−0.3%

−12.5%Worst drop · 1Y−4.3%

9.5%Volatility · 1Y3.7%

4.8%Yield5.3%

$48.7BAssets$1.1B

4–0DFIP wins

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

Cost, Income and Risk

Fees: DFIP, TLT, VOO, SGOV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

SGOV0.09%$9

DFIP0.11%$11

TLT0.15%$15

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

Yields: DFIP, TLT, VOO, SGOV

5.32%highest, DFIP

FundTrailing yieldYield$10k

DFIP5.32%$532

TLT4.77%$477

SGOV3.63%$363

VOO1.07%$107

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

Income After Fees on $10,000

$521most kept, DFIP

DFIP$532 − $11 = $521

TLT$477 − $15 = $462

SGOV$363 − $9 = $354

VOO$107 − $3 = $104

KeptFee

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

Overlap: DFIP, TLT, VOO, SGOV

Today

[…]holdings […]

DFIPTLTVOOSGOV

DFIP—[…][…][…]

TLT[…]—[…][…]

VOO[…][…]—[…]

SGOV[…][…][…]—

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

Return vs Bumpiness: 4 ETFs

+13.6%VOO, at 13.7% volatility

SGOVWorst drop0.0%0.2% vol

DFIPWorst drop−4.3%3.7% vol

TLTWorst drop−12.5%9.5% vol

VOOWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

DFIPVOO

−0.3%Year to date+11.3%

5.3%Yield1.1%

−0.5%Past year+13.6%

0.11%Fee0.03%

3–1VOO 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%

$116BAssets$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$875B

0–0level

End-of-day Nov 9, 2026