Compare · 3 funds side by side · dividends reinvested

DFUV, IVV and VOO

DFUVDimensional×IVViShares×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

DFUV, IVV and VOO, 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%$15.3B1.6

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%$853B2.0

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.1

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: DFUV 1998 · IVV 2000 · VOO 2010

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 · $853B$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$853B

4–0DFUV wins

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

Cost, Income and Risk

Fees: DFUV, IVV, VOO

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

DFUV0.21%$21

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

Yields: DFUV, IVV, VOO

1.32%highest, DFUV

FundTrailing yieldYield$10k

DFUV1.32%$132

IVV1.14%$114

VOO1.10%$110

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

VOO$110 − $3 = $107

KeptFee

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

Overlap: DFUV, IVV, VOO

Today

92.2%most shared, IVV and VOO

DFUVIVVVOO

DFUV—36.5%34.1%

IVV36.5%—92.2%

VOO34.1%92.2%—

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

Return vs Bumpiness: 3 ETFs

+25.9%DFUV, at 11.7% volatility

DFUVWorst drop−6.0%11.7% vol

VOOWorst drop−8.9%13.5% 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 Three

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026