Compare · 2 funds side by side · dividends reinvested

DFSD and IVV

DFSDDimensional×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

DFSD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.51%+1.1%+1.9%+5.1%[…]−1.7%2.1%$7.4B1.6

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: DFSD 2021 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

DFSD

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested

DFSDMeasureIVV

+1.1%Year to dateJan 1 → Nov 5+13.4%

+1.9%1 yearTotal return+13.5%

+5.1%3 years · per year$10,000 became $11,604 · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.17%Expense ratio$17 · $3 a year on $10k · lower is better0.03%

4.51%Trailing 12-mo yield$451 · $109 a year on $10k1.09%

−1.7%Worst dropSmaller is better−8.9%

2.1%VolatilityLower is calmer12.9%

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

3–4IVV wins

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

More Ways to See the Pairs

DFSD vs IVV: Top 5 Holdings

Today

DFSD

[…]in top 5

IVV

in top 527.7%

DFSDStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

DFSD vs IVV Returns, Every Period

DimensionalDFSD

+1.9%

past year

IVViShares

+13.5%

past year

DFSDIVVFaded: behind in that period

0–3IVV wins

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

Bonds vs Core: DFSD vs IVV

YTD

DimensionalDFSD

+1.1%

IVViShares

+13.4%

+1.1%Year to date+13.4%

−1.7%Worst drop · 1Y−8.9%

2.1%Volatility · 1Y12.9%

4.5%Yield1.1%

$7.4BAssets$887B

3–1DFSD wins

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

Cost, Income and Risk

Fees: DFSD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFSD0.17%$17

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

Yields: DFSD, IVV

4.51%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.51%$451

IVV1.09%$109

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

Income After Fees on $10,000

$434most kept, DFSD

DFSD$451 − $17 = $434

IVV$109 − $3 = $106

KeptFee

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

Overlap: DFSD, IVV

Today

[…]holdings […]

DFSDIVV

DFSD—[…]

IVV[…]—

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

Return vs Bumpiness: 2 ETFs

+13.5%IVV, at 12.9% volatility

DFSDWorst drop−1.7%2.1% vol

IVVWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

DFSDIVV

+1.1%Year to date+13.4%

4.5%Yield1.1%

+1.9%Past year+13.5%

0.17%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026