Compare · 3 funds side by side · dividends reinvested

DFUS, SPY and IVV

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,398IVV · best of the three

Story of the three · IncomeMost incomeIVV · 1.10% · $110 a year on $10k

Story of the three · RiskSmallest drop

DFUS, 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%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B2.1

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.87%+12.1%+12.3%+21.6%+11.3%−9.0%14.1%$21.6B2.3

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

End-of-day Nov 12, 2026 · returns include dividends · since: DFUS 2001 · SPY 1993 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional U.S. Equity ETF · $21.6B$17,108

DFUS

SPY

State Street SPDR S&P 500 ETF · $806B$17,337

$10,000 five years ago, dividends reinvested · they hold 90.3% in common

DFUSMeasure

More Ways to See the Pairs

DFUS vs SPY: Top 5 Holdings

Today

DFUS

24.1%in top 5

SPY

in top 526.8%

DFUSStockSPY

7.1%AAPL7.9%

5.5%NVDA6.4%

5.4%MSFT5.9%

3.7%AMZN4.0%

2.4%

Cost, Income and Risk

Fees: DFUS, SPY, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFUS0.09%$9

SPY0.09%$9

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFUS, SPY, IVV

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

SPY

+12.1%Year to dateJan 1 → Nov 12+11.9%

+12.3%1 yearTotal return+12.0%

+21.6%3 years · per year$10,000 became $17,995 · $17,968+21.6%

+11.3%5 years · per year$10,000 became $17,108 · $17,337+11.6%

0.09%Expense ratio$9 · $9 a year on $10k · lower is better0.09%

0.87%Trailing 12-mo yield$87 · $100 a year on $10k1.00%

−9.0%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.7%

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

2–4SPY wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

GOOGL

2.6%

Held in common90.3%

End-of-day Nov 12, 2026 · share of each fund

DFUS vs SPY Returns, Every Period

5Y

DimensionalDFUS

+11.3%

5 years, per year

SPYSPDR

+11.6%

5 years, per year

DFUSSPYFaded: behind in that period

2–1DFUS wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFUS vs IVV

YTD

DimensionalDFUS

+12.1%

IVViShares

+12.0%

+12.1%Year to date+12.0%

−9.0%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.7%

0.9%Yield1.1%

$21.6BAssets$879B

3–1IVV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.10%highest, IVV

FundTrailing yieldYield$10k

IVV1.10%$110

SPY1.00%$100

DFUS0.87%$87

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

Income After Fees on $10,000

1Y

$107most kept, IVV

IVV$110 − $3 = $107

SPY$100 − $9 = $91

DFUS$87 − $9 = $78

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFUS, SPY, IVV

Today

99.9%most shared, SPY and IVV

DFUSSPYIVV

DFUS—90.3%90.3%

SPY90.3%—99.9%

IVV90.3%99.9%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+12.3%DFUS, at 14.1% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

DFUSWorst drop−9.0%14.1% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDFUS

+12.0%Year to date+12.1%

1.1%Yield0.9%

+12.2%Past year+12.3%

0.03%Fee0.09%

2–2level

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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DFUS, SPY and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three