Compare · 3 funds side by side · dividends reinvested

DFJ, VTI and IVV

DFJWisdomTree×VTIVanguard×IVViShares×

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

02 / 04

DFJ, VTI 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

WisdomTree Japan SmallCap Dividend FundIncome · Dividend stocks0.58%2.62%+11.1%+18.3%+18.1%+9.9%−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 6, 2026 · returns include dividends · since: DFJ 2006 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

WisdomTree Japan SmallCap Dividend Fund · $429M$16,055

DFJ

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

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

DFJMeasureVTI

+11.1%Year to dateJan 1 → Nov 6+8.9%

+18.3%1 yearTotal return+9.9%

+18.1%3 years · per year$10,000 became $16,460 · $18,004+21.7%

+9.9%5 years · per year$10,000 became $16,055 · $16,375+10.4%

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

2.62%Trailing 12-mo yield$262 · $109 a year on $10k1.09%

−13.0%Worst dropSmaller is better−8.9%

18.0%VolatilityLower is calmer13.7%

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

3–5VTI wins

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

More Ways to See the Pairs

DFJ vs VTI: Top 5 Holdings

Today

DFJ

2.5%in top 5

VTI

in top 525.0%

DFJStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

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 6, 2026 · share of each fund

DFJ vs VTI Returns, Every Period

WisdomTreeDFJ

+9.9%

5 years, per year

VTIVanguard

+10.4%

5 years, per year

DFJVTIFaded: behind in that period

2–2Level

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

Income vs Core: DFJ vs IVV

YTD

WisdomTreeDFJ

+11.1%

IVViShares

+8.7%

+11.1%Year to date+8.7%

−13.0%Worst drop · 1Y−8.9%

18.0%Volatility · 1Y13.6%

2.6%Yield1.1%

$429MAssets$853B

2–2level

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

Cost, Income and Risk

Fees: DFJ, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

DFJ0.58%$58

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

Yields: DFJ, VTI, IVV

2.62%highest, DFJ

FundTrailing yieldYield$10k

DFJ2.62%$262

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$204most kept, DFJ

DFJ$262 − $58 = $204

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: DFJ, VTI, IVV

Today

85.5%most shared, VTI and IVV

DFJVTIIVV

DFJ—0.0%0.0%

VTI0.0%—85.5%

IVV0.0%85.5%—

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

Return vs Bumpiness: 3 ETFs

+18.3%DFJ, at 18.0% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

DFJWorst drop−13.0%18.0% vol

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

Paid More vs Made More

YTD

DFJVTI

+11.1%Year to date+8.9%

2.6%Yield1.1%

+18.3%Past year+9.9%

0.58%Fee0.03%

3–1DFJ wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

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