Compare · 3 funds side by side · dividends reinvested

DFSV, IVV and VTI

DFSVDimensional×IVViShares×VTIVanguard×

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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 incomeDFSV · 1.38% · $138 a year on $10k

Story of the three · RiskSmallest drop

DFSV, IVV and VTI, 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%$872B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.05%+12.6%+13.0%+21.7%+10.8%−8.9%13.9%$689B2.0

U.S. Small Cap Value Portfolio ETF Class SharesUS Stock Styles · Small cap0.31%1.38%+21.2%+26.8%+18.0%[…]−9.4%15.2%$27.6B2.1

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFSV 1993 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

5Y

U.S. Small Cap Value Portfolio ETF Class Shares · $27.6B[…]

DFSV

IVV

iShares Core S&P 500 ETF · $872B$17,530

$10,000 five years ago, dividends reinvested · they hold 0.4% in common

DFSVMeasure

More Ways to See the Pairs

DFSV vs IVV: Top 5 Holdings

Today

DFSV

3.7%in top 5

IVV

in top 526.9%

DFSVStockIVV

not top 5AAPL7.8%

not top 5NVDA6.3%

not top 5MSFT6.1%

not top 5AMZN4.1%

not top 5GOOGL

Cost, Income and Risk

Fees: DFSV, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

DFSV0.31%$31

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

Yields: DFSV, IVV, VTI

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$792B

1–0SPYM wins

End-of-day Nov 11, 2026

VTI vs ITOT

YTD

VanguardVTI

+12.6%

ITOTiShares

+12.5%

VOO vs IVV

YTD

VanguardVOO

+12.3%

IVViShares

+12.3%

IVV

+21.2%Year to dateJan 1 → Nov 11+12.3%

+26.8%1 yearTotal return+12.7%

+18.0%3 years · per year$10,000 became $16,420 · $18,122+21.9%

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

0.31%Expense ratio$31 · $3 a year on $10k · lower is better0.03%

1.38%Trailing 12-mo yield$138 · $110 a year on $10k1.10%

−9.4%Worst dropSmaller is better−8.9%

15.2%VolatilityLower is calmer13.7%

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

3–4IVV wins

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

2.6%

0.9%ELANnot top 5

0.7%SWKSnot top 5

0.7%IVZnot top 5

0.7%ARWnot top 5

0.7%SWKnot top 5

Held in common0.4%

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

DFSV vs IVV Returns, Every Period

1Y

DimensionalDFSV

+26.8%

past year

IVViShares

+12.7%

past year

DFSVIVVFaded: behind in that period

2–1DFSV wins

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

Stocks vs Core: DFSV vs IVV

YTD

DimensionalDFSV

+21.2%

IVViShares

+12.3%

+21.2%Year to date+12.3%

−9.4%Worst drop · 1Y−8.9%

15.2%Volatility · 1Y13.7%

1.4%Yield1.1%

$27.6BAssets$872B

2–2level

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

1Y

1.38%highest, DFSV

FundTrailing yieldYield$10k

DFSV1.38%$138

IVV1.10%$110

VTI1.05%$106

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

DFSV$138 − $31 = $107

VTI$106 − $3 = $103

KeptFee

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

Overlap: DFSV, IVV, VTI

Today

85.8%most shared, IVV and VTI

DFSVIVVVTI

DFSV—0.4%2.7%

IVV0.4%—85.8%

VTI2.7%85.8%—

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

Return vs Bumpiness: 3 ETFs

1Y

+26.8%DFSV, at 15.2% volatility

IVVWorst drop−8.9%13.7% vol

VTIWorst drop−8.9%13.9% vol

DFSVWorst drop−9.4%15.2% vol

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

Paid More vs Made More

YTD

DFSVVTI

+21.2%Year to date+12.6%

1.4%Yield1.1%

+26.8%Past year+13.0%

0.31%Fee0.03%

3–1DFSV wins

End-of-day Nov 11, 2026

+12.6%Year to date+12.5%

1.1%Yield1.0%

$689BAssets$95.3B

2–0VTI wins

End-of-day Nov 11, 2026

Year to date

+12.3%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 11, 2026

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DFSV, IVV and VTI

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three