Compare · 3 funds side by side · dividends reinvested

DFJ, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

DFJ, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$819B2.1

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.60%+11.9%+18.9%+18.5%+10.1%−13.0%18.0%$429M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: DFJ 2006 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Japan SmallCap Dividend Fund · $429M$16,162

DFJ

IVV

iShares Core S&P 500 ETF · $850B$17,151

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

DFJMeasureIVV

+11.9%Year to dateJan 1 → Nov 5+8.4%

+18.9%1 yearTotal return+9.7%

+18.5%3 years · per year$10,000 became $16,653 · $18,221+22.1%

+10.1%5 years · per year$10,000 became $16,163 · $17,151+11.4%

0.58%Expense ratio$58 · $3 a year on $10k · lower is better0.03%

2.60%Trailing 12-mo yield$260 · $114 a year on $10k1.14%

−13.0%Worst dropSmaller is better−8.9%

18.0%VolatilityLower is calmer13.6%

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

3–5IVV wins

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

More Ways to See the Pairs

DFJ vs IVV: Top 5 Holdings

Today

DFJ

2.5%in top 5

IVV

in top 527.7%

DFJStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

0.6%4114.Tnot top 5

0.5%1961.Tnot top 5

0.5%9076.Tnot top 5

0.5%4401.Tnot top 5

0.5%7278.Tnot top 5

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

DFJ vs IVV Returns, Every Period

WisdomTreeDFJ

+10.1%

5 years, per year

IVViShares

+11.4%

5 years, per year

DFJIVVFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Income vs Core: DFJ vs IVV

YTD

WisdomTreeDFJ

+11.9%

IVViShares

+8.4%

+11.9%Year to date+8.4%

−13.0%Worst drop · 1Y−8.9%

18.0%Volatility · 1Y13.6%

2.6%Yield1.1%

$429MAssets$850B

2–2level

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFJ, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFJ0.58%$58

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFJ, IVV, SPY

2.60%highest, DFJ

FundTrailing yieldYield$10k

DFJ2.60%$260

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$202most kept, DFJ

DFJ$260 − $58 = $202

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFJ, IVV, SPY

Today

99.9%most shared, IVV and SPY

DFJIVVSPY

DFJ—0.0%0.0%

IVV0.0%—99.9%

SPY0.0%99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+18.9%DFJ, at 18.0% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

DFJWorst drop−13.0%18.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFJIVV

+11.9%Year to date+8.4%

2.6%Yield1.1%

+18.9%Past year+9.7%

0.58%Fee0.03%

3–1DFJ wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026