Compare · 3 funds side by side · dividends reinvested

DFUS, VTI and IVV

DFUSDimensional×VTIVanguard×IVViShares×

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

02 / 04

DFUS, 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.10%+8.4%+9.9%+21.9%+10.3%−8.9%13.7%$689B2.1

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.5%+9.9%+22.1%+11.1%−9.0%13.9%$20.8B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFUS 2001 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.8B$16,889

DFUS

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,332

$10,000 five years ago, dividends reinvested · they hold 89.9% in common

DFUSMeasureVTI

+8.5%Year to dateJan 1 → Nov 5+8.4%

+9.9%1 yearTotal return+9.9%

+22.1%3 years · per year$10,000 became $18,189 · $18,113+21.9%

+11.1%5 years · per year$10,000 became $16,889 · $16,332+10.3%

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

0.90%Trailing 12-mo yield$90 · $110 a year on $10k1.10%

−9.0%Worst dropSmaller is better−8.9%

13.9%VolatilityLower is calmer13.7%

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

3–4VTI wins

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

More Ways to See the Pairs

DFUS vs VTI: Top 5 Holdings

Today

DFUS

24.9%in top 5

VTI

in top 525.0%

DFUSStockVTI

6.3%NVDA7.1%

6.9%AAPL6.6%

5.7%MSFT5.2%

3.7%AMZN3.3%

2.3%GOOGL2.8%

Held in common89.9%

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

DFUS vs VTI Returns, Every Period

DimensionalDFUS

+11.1%

5 years, per year

VTIVanguard

+10.3%

5 years, per year

DFUSVTIFaded: behind in that period

3–0DFUS wins

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

Stocks vs Core: DFUS vs IVV

YTD

DimensionalDFUS

+8.5%

IVViShares

+8.4%

+8.5%Year to date+8.4%

−9.0%Worst drop · 1Y−8.9%

13.9%Volatility · 1Y13.6%

0.9%Yield1.1%

$20.8BAssets$850B

3–1IVV wins

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

Cost, Income and Risk

Fees: DFUS, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

DFUS0.09%$9

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

Yields: DFUS, VTI, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VTI1.10%$110

DFUS0.90%$90

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$110 − $3 = $107

DFUS$90 − $9 = $81

KeptFee

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

Overlap: DFUS, VTI, IVV

Today

90.5%most shared, DFUS and IVV

DFUSVTIIVV

DFUS—89.9%90.5%

VTI89.9%—86.5%

IVV90.5%86.5%—

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

Return vs Bumpiness: 3 ETFs

+9.9%DFUS, at 13.9% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

DFUSWorst drop−9.0%13.9% vol

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

Paid More vs Made More

YTD

IVVDFUS

+8.4%Year to date+8.5%

1.1%Yield0.9%

+9.7%Past year+9.9%

0.03%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026