Compare · 3 funds side by side · dividends reinvested

DFSD, IVV and SGOV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,530IVV · best of the three

Story of the three · IncomeMost incomeDFSD · 4.52% · $452 a year on $10k

Story of the three · RiskSmallest drop

DFSD, IVV and SGOV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.3%+12.7%+21.9%+11.9%−8.9%13.7%$883B1.8

iShares 0-3 Month Treasury Bond ETFBonds & Cash · Cash & T-bills0.09%3.63%+3.2%+3.7%+4.5%+3.9%−0.0%0.2%$117B1.9

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.52%+0.8%+1.5%+4.8%[…]−1.7%2.2%$7.4B2.3

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFSD 2021 · IVV 2000 · SGOV 2020

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $883B$17,530

IVV

DFSD

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

$10,000 five years ago, dividends reinvested

IVVMeasure

More Ways to See the Pairs

IVV vs DFSD: Top 5 Holdings

Today

IVV

26.9%in top 5

DFSD

in top 5[…]

IVVStockDFSD

7.8%AAPLnot top 5

6.3%NVDAnot top 5

6.1%MSFTnot top 5

4.1%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: DFSD, IVV, SGOV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SGOV0.09%$9

DFSD0.17%$17

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFSD, IVV, SGOV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

SGOV vs BIL

YTD

iSharesSGOV

+3.2%

BILSPDR

+3.1%

+3.2%Year to date

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

DFSD

+12.3%Year to dateJan 1 → Nov 11+0.8%

+12.7%1 yearTotal return+1.5%

+21.9%3 years · per year$10,000 became $18,122 · $11,513+4.8%

+11.9%5 years · per year$10,000 became $17,530 · […][…]

0.03%Expense ratio$3 · $17 a year on $10k · lower is better0.17%

1.10%Trailing 12-mo yield$110 · $452 a year on $10k4.52%

−8.9%Worst dropSmaller is better−1.7%

13.7%VolatilityLower is calmer2.2%

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

4–3IVV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

Held in common[…]

End-of-day Nov 11, 2026 · share of each fund

IVV vs DFSD Returns, Every Period

1Y

iSharesIVV

+12.7%

past year

DFSDDimensional

+1.5%

past year

IVVDFSDFaded: behind in that period

3–0IVV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs DFSD

YTD

iSharesIVV

+12.3%

DFSDDimensional

+0.8%

+12.3%Year to date+0.8%

−8.9%Worst drop · 1Y−1.7%

13.7%Volatility · 1Y2.2%

1.1%Yield4.5%

$883BAssets$7.4B

3–1DFSD wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

1Y

4.52%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.52%$452

SGOV3.63%$363

IVV1.10%$110

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$435most kept, DFSD

DFSD$452 − $17 = $435

SGOV$363 − $9 = $354

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFSD, IVV, SGOV

Today

[…]holdings […]

DFSDIVVSGOV

DFSD—[…][…]

IVV[…]—[…]

SGOV[…][…]—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.7%IVV, at 13.7% volatility

SGOVWorst drop−0.0%0.2% vol

DFSDWorst drop−1.7%2.2% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDIVV

+0.8%Year to date+12.3%

4.5%Yield1.1%

+1.5%Past year+12.7%

0.17%Fee0.03%

3–1IVV wins

End-of-day Nov 11, 2026

+3.1%

3.6%Yield3.7%

$117BAssets$49.3B

1–1level

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$883B

0–0level

End-of-day Nov 11, 2026

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DFSD, IVV and SGOV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three