Compare · 3 funds side by side · dividends reinvested

DFVX, FELV and IVV

DFVXDimensional×FELVFidelity×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$18,118IVV · best of the three

02 / 04

DFVX, FELV and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Fidelity Enhanced Large Cap Value ETF Low-Cost Core · US large cap0.18%1.35%+28.2%+32.4%[…][…]−6.8%10.9%$3.4B1.2

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.10%+16.8%+19.6%[…][…]−7.2%11.1%$549M2.2

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$872B2.3

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

End-of-day Nov 4, 2026 · returns include dividends · since: DFVX 2023 · FELV 2007 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional US Large Cap Vector ETF · $549M[…]

DFVX

FELV

Fidelity Enhanced Large Cap Value ETF · $3.4B[…]

$10,000 five years ago, dividends reinvested · they hold 43.7% in common

DFVXMeasureFELV

+16.8%Year to dateJan 1 → Nov 4+28.2%

+19.6%1 yearTotal return+32.4%

[…]3 years · per year[…]

[…]5 years · per year[…]

0.19%Expense ratio$19 · $18 a year on $10k · lower is better0.18%

1.10%Trailing 12-mo yield$110 · $135 a year on $10k1.35%

−7.2%Worst dropSmaller is better−6.8%

11.1%VolatilityLower is calmer10.9%

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

0–6FELV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFVX vs FELV: Top 5 Holdings

Today

DFVX

20.6%in top 5

FELV

in top 522.2%

DFVXStockFELV

6.3%MSFT4.5%

not top 5AAPL6.0%

5.0%AMZN5.9%

4.4%METAnot top 5

not top 5BRK-B3.2%

2.4%JPM2.5%

2.4%XOMnot top 5

Held in common43.7%

End-of-day Nov 4, 2026 · share of each fund

DFVX vs FELV Returns, Every Period

DimensionalDFVX

+19.6%

past year

FELVFidelity

+32.4%

past year

DFVXFELVFaded: behind in that period

0–2FELV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFVX vs FELV

YTD

DimensionalDFVX

+16.8%

FELVFidelity

+28.2%

+16.8%Year to date+28.2%

−7.2%Worst drop · 1Y−6.8%

11.1%Volatility · 1Y10.9%

1.1%Yield1.3%

$549MAssets$3.4B

4–0FELV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFVX, FELV, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

FELV0.18%$18

DFVX0.19%$19

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFVX, FELV, IVV

1.35%highest, FELV

FundTrailing yieldYield$10k

FELV1.35%$135

DFVX1.10%$110

IVV1.09%$109

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, FELV

FELV$135 − $18 = $117

IVV$109 − $3 = $106

DFVX$110 − $19 = $91

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFVX, FELV, IVV

Today

54.4%most shared, DFVX and IVV

DFVXFELVIVV

DFVX—43.7%54.4%

FELV43.7%—46.4%

IVV54.4%46.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+32.4%FELV, at 10.9% volatility

FELVWorst drop−6.8%10.9% vol

DFVXWorst drop−7.2%11.1% vol

IVVWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

FELVDFVX

+28.2%Year to date+16.8%

1.3%Yield1.1%

+32.4%Past year+19.6%

0.18%Fee0.19%

4–0FELV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026