Compare · 2 funds side by side · dividends reinvested

DFUV and IVV

DFUVDimensional×IVViShares×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,398IVV · best of the two

Story of the two · IncomeMost incomeDFUV · 1.29% · $129 a year on $10k

Story of the two · RiskSmallest drop

DFUV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Marketwide Value ETFUS Stock Styles · Value0.21%1.29%+23.4%+27.2%+21.4%[…]−6.0%11.9%$15.7B1.3

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFUV 1998 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Marketwide Value ETF · $15.7B[…]

DFUV

IVV

iShares Core S&P 500 ETF · $879B$17,398

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

DFUVMeasureIVV

+23.4%

More Ways to See the Pairs

DFUV vs IVV: Top 5 Holdings

Today

DFUV

18.4%in top 5

IVV

in top 526.8%

DFUVStockIVV

not top 5AAPL7.9%

not top 5NVDA6.4%

not top 5MSFT5.9%

4.9%AMZN4.0%

4.3%JPM

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 12, 2026 · fee on $10,000 a year

Yields: DFUV, IVV

1Y

1.29%highest, DFUV

FundTrailing yieldYield

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

Year to dateJan 1 → Nov 12

+12.0%

+27.2%1 yearTotal return+12.2%

+21.4%3 years · per year$10,000 became $17,907 · $18,019+21.7%

[…]5 years · per year$10,000 became […] · $17,398+11.7%

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

1.29%Trailing 12-mo yield$129 · $110 a year on $10k1.10%

−6.0%Worst dropSmaller is better−8.9%

11.9%VolatilityLower is calmer13.7%

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

5–2DFUV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

3.9%XOMnot top 5

3.2%BRK-Bnot top 5

not top 5GOOGL2.6%

2.1%CVXnot top 5

Held in common36.5%

End-of-day Nov 12, 2026 · share of each fund

DFUV vs IVV Returns, Every Period

1Y

DimensionalDFUV

+27.2%

past year

IVViShares

+12.2%

past year

DFUVIVVFaded: behind in that period

2–1DFUV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Stocks vs Core: DFUV vs IVV

YTD

DimensionalDFUV

+23.4%

IVViShares

+12.0%

+23.4%Year to date+12.0%

−6.0%Worst drop · 1Y−8.9%

11.9%Volatility · 1Y13.7%

1.3%Yield1.1%

$15.7BAssets$879B

4–0DFUV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

$10k

DFUV1.29%$129

IVV1.10%$110

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

Income After Fees on $10,000

1Y

$108most kept, DFUV

DFUV$129 − $21 = $108

IVV$110 − $3 = $107

KeptFee

End-of-day Nov 12, 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 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+27.2%DFUV, at 11.9% volatility

DFUVWorst drop−6.0%11.9% vol

IVVWorst drop−8.9%13.7% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFUVIVV

+23.4%Year to date+12.0%

1.3%Yield1.1%

+27.2%Past year+12.2%

0.21%Fee0.03%

3–1DFUV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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DFUV and IVV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two