Compare · 3 funds side by side · dividends reinvested

DFSI, SPY and IVV

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

02 / 04

DFSI, SPY 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%$887B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B2.0

Dimensional International Sustainability Core 1 ETFInternational · Ex-US broad0.24%2.24%+9.7%+14.8%+21.6%[…]−12.3%15.8%$1.2B2.4

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: DFSI 2022 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional International Sustainability Core 1 ETF · $1.2B[…]

DFSI

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

DFSIMeasureSPY

+9.7%Year to dateJan 1 → Nov 5+13.3%

+14.8%1 yearTotal return+13.4%

+21.6%3 years · per year$10,000 became $18,001 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.24%Expense ratio$24 · $9 a year on $10k · lower is better0.09%

2.24%Trailing 12-mo yield$224 · $99 a year on $10k0.99%

−12.3%Worst dropSmaller is better−8.9%

15.8%VolatilityLower is calmer12.9%

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

2–5SPY wins

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

More Ways to See the Pairs

DFSI vs SPY: Top 5 Holdings

Today

DFSI

6.6%in top 5

SPY

in top 527.7%

DFSIStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

2.4%ASMLnot top 5

1.4%ROP.SWnot top 5

1.1%NVSnot top 5

1.0%6098.Tnot top 5

0.8%RY.TOnot top 5

Held in common0.3%

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

DFSI vs SPY Returns, Every Period

DimensionalDFSI

+14.8%

past year

SPYSPDR

+13.4%

past year

DFSISPYFaded: behind in that period

1–2SPY wins

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

International vs Core: DFSI vs IVV

YTD

DimensionalDFSI

+9.7%

IVViShares

+13.4%

+9.7%Year to date+13.4%

−12.3%Worst drop · 1Y−8.9%

15.8%Volatility · 1Y12.9%

2.2%Yield1.1%

$1.2BAssets$887B

3–1IVV wins

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

Cost, Income and Risk

Fees: DFSI, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFSI0.24%$24

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

Yields: DFSI, SPY, IVV

2.24%highest, DFSI

FundTrailing yieldYield$10k

DFSI2.24%$224

IVV1.09%$109

SPY0.99%$99

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

Income After Fees on $10,000

$200most kept, DFSI

DFSI$224 − $24 = $200

IVV$109 − $3 = $106

SPY$99 − $9 = $90

KeptFee

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

Overlap: DFSI, SPY, IVV

Today

99.9%most shared, SPY and IVV

DFSISPYIVV

DFSI—0.3%0.3%

SPY0.3%—99.9%

IVV0.3%99.9%—

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

Return vs Bumpiness: 3 ETFs

+14.8%DFSI, at 15.8% volatility

SPYWorst drop−8.9%12.9% vol

IVVWorst drop−8.9%12.9% vol

DFSIWorst drop−12.3%15.8% vol

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

Paid More vs Made More

YTD

DFSIIVV

+9.7%Year to date+13.4%

2.2%Yield1.1%

+14.8%Past year+13.5%

0.24%Fee0.03%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

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