Compare · 2 funds side by side · dividends reinvested

DFJ and IVV

DFJWisdomTree×IVViShares×

Versus in desk

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

02 / 04

DFJ and IVV, 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%$850B1.4

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.60%+11.9%+18.9%+18.5%+10.1%−13.0%18.0%$429M1.6

Rank among the two1st → 2ndFee, 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

Head to Head

Swap sides Versus in desk

Head to Head

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

IVV

DFJ

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

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

IVVMeasureDFJ

+8.4%Year to dateJan 1 → Nov 5+11.9%

+9.7%1 yearTotal return+18.9%

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

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

0.03%Expense ratio$3 · $58 a year on $10k · lower is better0.58%

1.14%Trailing 12-mo yield$114 · $260 a year on $10k2.60%

−8.9%Worst dropSmaller is better−13.0%

13.6%VolatilityLower is calmer18.0%

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

5–3IVV wins

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

More Ways to See the Pairs

IVV vs DFJ: Top 5 Holdings

Today

IVV

27.7%in top 5

DFJ

in top 52.5%

IVVStockDFJ

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 54114.T0.6%

not top 51961.T0.5%

not top 59076.T0.5%

not top 54401.T0.5%

not top 57278.T0.5%

Held in common0.0%

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

IVV vs DFJ Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DFJWisdomTree

+10.1%

5 years, per year

IVVDFJFaded: behind in that period

2–2Level

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

Core vs Income: IVV vs DFJ

YTD

iSharesIVV

+8.4%

DFJWisdomTree

+11.9%

+8.4%Year to date+11.9%

−8.9%Worst drop · 1Y−13.0%

13.6%Volatility · 1Y18.0%

1.1%Yield2.6%

$850BAssets$429M

2–2level

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

Cost, Income and Risk

Fees: DFJ, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFJ0.58%$58

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

Yields: DFJ, IVV

2.60%highest, DFJ

FundTrailing yieldYield$10k

DFJ2.60%$260

IVV1.14%$114

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

KeptFee

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

Overlap: DFJ, IVV

Today

0.0%most shared, DFJ and IVV

DFJIVV

DFJ—0.0%

IVV0.0%—

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

Return vs Bumpiness: 2 ETFs

+18.9%DFJ, at 18.0% volatility

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 Two

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