Compare · 3 funds side by side · dividends reinvested

DFSI, VTI and IVV

DFSIDimensional×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

DFSI, 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%$850B1.5

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%$689B1.9

Dimensional International Sustainability Core 1 ETFInternational · Ex-US broad0.24%2.31%+6.5%+12.0%+20.0%[…]−12.3%15.9%$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 6, 2026 · returns include dividends · since: DFSI 2022 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

DFSI

VTI

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

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

DFSIMeasureVTI

+6.5%Year to dateJan 1 → Nov 6+8.9%

+12.0%1 yearTotal return+9.9%

+20.0%3 years · per year$10,000 became $17,259 · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

0.24%Expense ratio$24 · $3 a year on $10k · lower is better0.03%

2.31%Trailing 12-mo yield$231 · $109 a year on $10k1.09%

−12.3%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer13.7%

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

2–5VTI wins

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

More Ways to See the Pairs

DFSI vs VTI: Top 5 Holdings

Today

DFSI

6.4%in top 5

VTI

in top 525.0%

DFSIStockVTI

not top 5NVDA7.1%

not top 5AAPL6.6%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.8%

2.1%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 6, 2026 · share of each fund

DFSI vs VTI Returns, Every Period

DimensionalDFSI

+12.0%

past year

VTIVanguard

+9.9%

past year

DFSIVTIFaded: behind in that period

1–2VTI wins

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

International vs Core: DFSI vs IVV

YTD

DimensionalDFSI

+6.5%

IVViShares

+8.7%

+6.5%Year to date+8.7%

−12.3%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y13.6%

2.3%Yield1.1%

$1.2BAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: DFSI, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

DFSI0.24%$24

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

Yields: DFSI, VTI, IVV

2.31%highest, DFSI

FundTrailing yieldYield$10k

DFSI2.31%$231

IVV1.14%$114

VTI1.09%$109

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

Income After Fees on $10,000

$207most kept, DFSI

DFSI$231 − $24 = $207

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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

Overlap: DFSI, VTI, IVV

Today

85.5%most shared, VTI and IVV

DFSIVTIIVV

DFSI—0.3%0.3%

VTI0.3%—85.5%

IVV0.3%85.5%—

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

Return vs Bumpiness: 3 ETFs

+12.0%DFSI, at 15.9% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

DFSIWorst drop−12.3%15.9% vol

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

Paid More vs Made More

YTD

DFSIVTI

+6.5%Year to date+8.9%

2.3%Yield1.1%

+12.0%Past year+9.9%

0.24%Fee0.03%

2–2level

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%

$182BAssets$819B

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$92.8B

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$850B

0–0level

End-of-day Nov 6, 2026