Compare · 2 funds side by side · dividends reinvested

DFUV and IVV

DFUVDimensional×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,177IVV · best of the two

02 / 04

DFUV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.32%+20.3%+25.9%+21.2%[…]−6.0%11.7%$15.3B1.3

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%$850B1.6

Rank among the two1st → 2ndFee, 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: DFUV 1998 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Marketwide Value ETF · $15.3B[…]

DFUV

IVV

iShares Core S&P 500 ETF · $850B$17,177

$10,000 five years ago, dividends reinvested · they hold 36.5% in common

DFUVMeasureIVV

+20.3%Year to dateJan 1 → Nov 6+8.7%

+25.9%1 yearTotal return+9.8%

+21.2%3 years · per year$10,000 became $17,821 · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.21%Expense ratio$21 · $3 a year on $10k · lower is better0.03%

1.32%Trailing 12-mo yield$132 · $114 a year on $10k1.14%

−6.0%Worst dropSmaller is better−8.9%

11.7%VolatilityLower is calmer13.6%

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

5–2DFUV wins

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

More Ways to See the Pairs

DFUV vs IVV: Top 5 Holdings

Today

DFUV

18.6%in top 5

IVV

in top 527.8%

DFUVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

4.9%AMZN4.0%

4.3%JPMnot top 5

3.9%XOMnot top 5

3.2%BRK-Bnot top 5

not top 5GOOGL2.6%

2.2%CVXnot top 5

Held in common36.5%

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

DFUV vs IVV Returns, Every Period

DimensionalDFUV

+25.9%

past year

IVViShares

+9.8%

past year

DFUVIVVFaded: behind in that period

2–1DFUV wins

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

Stocks vs Core: DFUV vs IVV

YTD

DimensionalDFUV

+20.3%

IVViShares

+8.7%

+20.3%Year to date+8.7%

−6.0%Worst drop · 1Y−8.9%

11.7%Volatility · 1Y13.6%

1.3%Yield1.1%

$15.3BAssets$850B

4–0DFUV wins

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

Cost, Income and Risk

Fees: DFUV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFUV0.21%$21

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

Yields: DFUV, IVV

1.32%highest, DFUV

FundTrailing yieldYield$10k

DFUV1.32%$132

IVV1.14%$114

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

Income After Fees on $10,000

$111most kept, DFUV

DFUV$132 − $21 = $111

IVV$114 − $3 = $111

KeptFee

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

Overlap: DFUV, IVV

Today

36.5%most shared, DFUV and IVV

DFUVIVV

DFUV—36.5%

IVV36.5%—

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

Return vs Bumpiness: 2 ETFs

+25.9%DFUV, at 11.7% volatility

DFUVWorst drop−6.0%11.7% vol

IVVWorst drop−8.9%13.6% vol

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

Paid More vs Made More

YTD

DFUVIVV

+20.3%Year to date+8.7%

1.3%Yield1.1%

+25.9%Past year+9.8%

0.21%Fee0.03%

3–1DFUV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

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$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026