Compare · 3 funds side by side · dividends reinvested

DFUS, VUG and IVV

DFUSDimensional×VUGVanguard×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

DFUS, 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%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.4

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.8%+9.8%+21.8%+11.1%−9.0%13.9%$20.9B2.0

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.5

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: DFUS 2001 · VUG 2004 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

DFUS

Dimensional U.S. Equity ETF · $20.9B$16,904

$10,000 five years ago, dividends reinvested · they hold 90.5% in common

IVVMeasureDFUS

+8.7%Year to dateJan 1 → Nov 6+8.8%

+9.8%1 yearTotal return+9.8%

+21.8%3 years · per year$10,000 became $18,084 · $18,067+21.8%

+11.4%5 years · per year$10,000 became $17,177 · $16,904+11.1%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.14%Trailing 12-mo yield$114 · $90 a year on $10k0.90%

−8.9%Worst dropSmaller is better−9.0%

13.6%VolatilityLower is calmer13.9%

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

5–1IVV wins

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

More Ways to See the Pairs

IVV vs DFUS: Top 5 Holdings

Today

IVV

27.8%in top 5

DFUS

in top 525.0%

IVVStockDFUS

7.9%AAPL7.1%

6.9%NVDA6.0%

6.3%MSFT5.7%

4.0%AMZN3.8%

2.6%GOOGL2.4%

Held in common90.5%

End-of-day Nov 6, 2026 · share of each fund

IVV vs DFUS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DFUSDimensional

+11.1%

5 years, per year

IVVDFUSFaded: behind in that period

1–1Level

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

Core vs Stocks: IVV vs DFUS

YTD

iSharesIVV

+8.7%

DFUSDimensional

+8.8%

+8.7%Year to date+8.8%

−8.9%Worst drop · 1Y−9.0%

13.6%Volatility · 1Y13.9%

1.1%Yield0.9%

$853BAssets$20.9B

3–1IVV wins

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

Cost, Income and Risk

Fees: DFUS, VUG, IVV

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IVV0.03%$3

DFUS0.09%$9

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

Yields: DFUS, VUG, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

DFUS0.90%$90

VUG0.42%$42

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DFUS$90 − $9 = $81

VUG$42 − $3 = $39

KeptFee

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

Overlap: DFUS, VUG, IVV

Today

90.5%most shared, DFUS and IVV

DFUSVUGIVV

DFUS—50.5%90.5%

VUG50.5%—54.8%

IVV90.5%54.8%—

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

Return vs Bumpiness: 3 ETFs

+9.8%DFUS, at 13.9% volatility

IVVWorst drop−8.9%13.6% vol

DFUSWorst drop−9.0%13.9% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

IVVDFUS

+8.7%Year to date+8.8%

1.1%Yield0.9%

+9.8%Past year+9.8%

0.03%Fee0.09%

2–1IVV wins

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

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$853B

0–0level

End-of-day Nov 6, 2026