Compare · 3 funds side by side · dividends reinvested

DFSD, IVV and BND

DFSDDimensional×IVViShares×BNDVanguard×

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

02 / 04

DFSD, IVV and BND, 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%$887B1.8

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.3%+2.1%+5.2%[…]−1.7%2.1%$7.4B1.9

Vanguard Total Bond Market ETFBonds & Cash · Core aggregate0.03%4.12%+0.1%+0.4%+5.6%−0.0%−4.5%4.0%$161B2.1

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: DFSD 2021 · IVV 2000 · BND 2007

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Total Bond Market ETF · $161B$9,983

BND

IVV

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

$10,000 five years ago, dividends reinvested

BNDMeasureIVV

+0.1%Year to dateJan 1 → Nov 5+8.4%

+0.4%1 yearTotal return+9.7%

+5.6%3 years · per year$10,000 became $11,761 · $18,221+22.1%

−0.0%5 years · per year$10,000 became $9,983 · $17,151+11.4%

0.03%Expense ratio$3 · $3 a year on $10k · lower is better0.03%

4.12%Trailing 12-mo yield$412 · $114 a year on $10k1.14%

−4.5%Worst dropSmaller is better−8.9%

4.0%VolatilityLower is calmer13.6%

BNDIVV 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

BND vs IVV: Top 5 Holdings

Today

BND

[…]in top 5

IVV

in top 527.7%

BNDStockIVV

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

BND vs IVV Returns, Every Period

VanguardBND

−0.0%

5 years, per year

IVViShares

+11.4%

5 years, per year

BNDIVVFaded: behind in that period

0–4IVV wins

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

BND vs DFSD

YTD

VanguardBND

+0.1%

DFSDDimensional

+1.3%

+0.1%Year to date+1.3%

−4.5%Worst drop · 1Y−1.7%

4.0%Volatility · 1Y2.1%

4.1%Yield4.5%

$161BAssets$7.4B

4–0DFSD wins

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

Cost, Income and Risk

Fees: DFSD, IVV, BND

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

BND0.03%$3

DFSD0.17%$17

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

Yields: DFSD, IVV, BND

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

BND4.12%$412

IVV1.14%$114

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

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

BND$412 − $3 = $409

IVV$114 − $3 = $111

KeptFee

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

Overlap: DFSD, IVV, BND

Today

[…]holdings […]

DFSDIVVBND

DFSD—[…][…]

IVV[…]—[…]

BND[…][…]—

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

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

DFSDWorst drop−1.7%2.1% vol

BNDWorst drop−4.5%4.0% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DFSDIVV

+1.3%Year to date+8.4%

4.5%Yield1.1%

+2.1%Past year+9.7%

0.17%Fee0.03%

3–1IVV 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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

BND vs AGG

YTD

VanguardBND

+0.1%

AGGiShares

+0.1%

+0.1%Year to date+0.1%

4.1%Yield4.1%

$161BAssets$139B

0–0level

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$887B

0–0level

End-of-day Nov 5, 2026