Compare · 3 funds side by side · dividends reinvested

DFVX, VIG and IVV

DFVXDimensional×VIGVanguard×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

DFVX, VIG and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional US Large Cap Vector ETFLow-Cost Core · US large cap0.19%1.14%+12.7%+15.3%[…][…]−7.2%11.6%$539M1.7

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.50%+12.1%+14.3%+18.6%+10.2%−7.9%10.8%$109B1.8

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%$853B2.3

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

End-of-day Nov 6, 2026 · returns include dividends · since: DFVX 2023 · VIG 2006 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional US Large Cap Vector ETF · $539M[…]

DFVX

VIG

Vanguard Dividend Appreciation ETF · $109B$16,243

$10,000 five years ago, dividends reinvested · they hold 47.1% in common

DFVXMeasureVIG

+12.7%Year to dateJan 1 → Nov 6+12.1%

+15.3%1 yearTotal return+14.3%

[…]3 years · per year$10,000 became […] · $16,669+18.6%

[…]5 years · per year$10,000 became […] · $16,243+10.2%

0.19%Expense ratio$19 · $4 a year on $10k · lower is better0.04%

1.14%Trailing 12-mo yield$114 · $150 a year on $10k1.50%

−7.2%Worst dropSmaller is better−7.9%

11.6%VolatilityLower is calmer10.8%

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

3–3Level

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

More Ways to See the Pairs

DFVX vs VIG: Top 5 Holdings

Today

DFVX

21.2%in top 5

VIG

in top 522.1%

DFVXStockVIG

6.6%MSFT4.9%

5.3%AMZNnot top 5

not top 5AAPL4.9%

4.4%METAnot top 5

not top 5AVGO4.3%

not top 5LLY4.1%

2.5%JPM3.9%

2.4%GOOGLnot top 5

Held in common47.1%

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

DFVX vs VIG Returns, Every Period

DimensionalDFVX

+15.3%

past year

VIGVanguard

+14.3%

past year

DFVXVIGFaded: behind in that period

2–0DFVX wins

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

Core vs Income: DFVX vs VIG

YTD

DimensionalDFVX

+12.7%

VIGVanguard

+12.1%

+12.7%Year to date+12.1%

−7.2%Worst drop · 1Y−7.9%

11.6%Volatility · 1Y10.8%

1.1%Yield1.5%

$539MAssets$109B

2–2level

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

Cost, Income and Risk

Fees: DFVX, VIG, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VIG0.04%$4

DFVX0.19%$19

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

Yields: DFVX, VIG, IVV

1.50%highest, VIG

FundTrailing yieldYield$10k

VIG1.50%$150

DFVX1.14%$114

IVV1.14%$114

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

Income After Fees on $10,000

$146most kept, VIG

VIG$150 − $4 = $146

IVV$114 − $3 = $111

DFVX$114 − $19 = $95

KeptFee

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

Overlap: DFVX, VIG, IVV

Today

54.9%most shared, DFVX and IVV

DFVXVIGIVV

DFVX—47.1%54.9%

VIG47.1%—42.8%

IVV54.9%42.8%—

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

Return vs Bumpiness: 3 ETFs

+15.3%DFVX, at 11.6% volatility

VIGWorst drop−7.9%10.8% vol

DFVXWorst drop−7.2%11.6% 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

VIGDFVX

+12.1%Year to date+12.7%

1.5%Yield1.1%

+14.3%Past year+15.3%

0.04%Fee0.19%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

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

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$853B

0–0level

End-of-day Nov 6, 2026