Compare · 4 funds side by side · dividends reinvested

DFUS, SPY, VUG and IVV

DFUSDimensional×SPYSPDR×VUGVanguard×IVViShares×

02 / 04

−0.1%

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Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,265IVV · best of the four

Story of the four · IncomeMost incomeIVV · 1.11% · $111 a year on $10k

Story of the four · RiskSmallest drop

DFUS, SPY, VUG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.5%+11.6%+21.5%+11.5%−8.9%13.8%$875B1.8

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.7%+11.9%+21.5%+11.2%−9.0%14.1%$21.6B2.4

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.5%+11.6%+21.4%+11.5%−8.9%13.7%$807B2.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B3.3

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 13, 2026 · returns include dividends · since: DFUS 2001 · SPY 1993 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional U.S. Equity ETF · $21.6B$16,973

DFUS

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DFUS vs IVV: Top 5 Holdings

Today

DFUS

24.0%in top 5

IVV

in top 526.8%

DFUSStockIVV

7.1%AAPL7.9%

5.3%NVDA6.4%

5.4%MSFT5.9%

3.8%AMZN4.0%

not top 5GOOGL

Cost, Income and Risk

Fees: DFUS, SPY, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

DFUS0.09%$9

SPY0.09%$9

End-of-day Nov 13, 2026 · fee on $10,000 a year

Popular Pairs Near These Four

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$186BAssets$807B

0–0level

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.5%

IVV

iShares Core S&P 500 ETF · $875B$17,265

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

DFUSMeasureIVV

+11.7%Year to dateJan 1 → Nov 13+11.5%

+11.9%1 yearTotal return+11.6%

+21.5%3 years · per year$10,000 became $17,932 · $17,931+21.5%

+11.2%5 years · per year$10,000 became $16,973 · $17,265+11.5%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $111 a year on $10k1.11%

−9.0%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.8%

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

2–5IVV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%

2.4%AVGOnot top 5

Held in common90.3%

End-of-day Nov 13, 2026 · share of each fund

DFUS vs IVV Returns, Every Period

5Y

DimensionalDFUS

+11.2%

5 years, per year

IVViShares

+11.5%

5 years, per year

DFUSIVVFaded: behind in that period

2–1DFUS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFUS vs IVV

YTD

DimensionalDFUS

+11.7%

IVViShares

+11.5%

+11.7%Year to date+11.5%

−9.0%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.8%

0.9%Yield1.1%

$21.6BAssets$875B

3–1IVV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yields: DFUS, SPY, VUG, IVV

1Y

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

DFUS0.88%$88

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

DFUS$88 − $9 = $79

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFUS, SPY, VUG, IVV

Today

99.9%most shared, SPY and IVV

DFUSSPYVUGIVV

DFUS—90.3%50.9%90.3%

SPY90.3%—55.2%99.9%

VUG50.9%55.2%—55.2%

IVV90.3%99.9%55.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

1Y

+11.9%DFUS, at 14.1% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

DFUSWorst drop−9.0%14.1% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDFUS

+11.5%Year to date+11.7%

1.1%Yield0.9%

+11.6%Past year+11.9%

0.03%Fee0.09%

2–2level

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 13, 2026

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DFUS, SPY, VUG and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Four