Compare · 3 funds side by side · dividends reinvested

DIAL, IVV and VTI

DIALColumbia Threadneedle×IVViShares×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

DIAL, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$875B1.6

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.06%+11.6%+13.9%+21.8%+10.8%−8.9%13.9%$689B2.0

Columbia Diversified Fixed Income Allocation ETFBonds & Cash · Other bonds0.29%5.26%−0.1%+0.9%+6.5%+0.5%−4.7%4.6%$411M2.3

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

End-of-day Nov 9, 2026 · returns include dividends · since: DIAL 2017 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Diversified Fixed Income Allocation ETF · $411M$10,239

DIAL

IVV

iShares Core S&P 500 ETF · $875B$17,545

$10,000 five years ago, dividends reinvested

DIALMeasureIVV

−0.1%Year to dateJan 1 → Nov 9+11.3%

+0.9%1 yearTotal return+13.6%

+6.5%3 years · per year$10,000 became $12,091 · $18,159+22.0%

+0.5%5 years · per year$10,000 became $10,239 · $17,545+11.9%

0.29%Expense ratio$29 · $3 a year on $10k · lower is better0.03%

5.26%Trailing 12-mo yield$526 · $111 a year on $10k1.11%

−4.7%Worst dropSmaller is better−8.9%

4.6%VolatilityLower is calmer13.8%

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

3–5IVV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIAL vs IVV: Top 5 Holdings

Today

DIAL

[…]in top 5

IVV

in top 527.8%

DIALStockIVV

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 9, 2026 · share of each fund

DIAL vs IVV Returns, Every Period

Columbia ThreadneedleDIAL

+0.5%

5 years, per year

IVViShares

+11.9%

5 years, per year

DIALIVVFaded: behind in that period

0–4IVV wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Bonds vs Core: DIAL vs IVV

YTD

Columbia ThreadneedleDIAL

−0.1%

IVViShares

+11.3%

−0.1%Year to date+11.3%

−4.7%Worst drop · 1Y−8.9%

4.6%Volatility · 1Y13.8%

5.3%Yield1.1%

$411MAssets$875B

3–1DIAL wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DIAL, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

DIAL0.29%$29

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DIAL, IVV, VTI

5.26%highest, DIAL

FundTrailing yieldYield$10k

DIAL5.26%$526

IVV1.11%$111

VTI1.06%$106

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$497most kept, DIAL

DIAL$526 − $29 = $497

IVV$111 − $3 = $108

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DIAL, IVV, VTI

Today

86.0%most shared, IVV and VTI

DIALIVVVTI

DIAL—[…][…]

IVV[…]—86.0%

VTI[…]86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+13.9%VTI, at 13.9% volatility

DIALWorst drop−4.7%4.6% vol

IVVWorst drop−8.9%13.8% vol

VTIWorst drop−8.9%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DIALVTI

−0.1%Year to date+11.6%

5.3%Yield1.1%

+0.9%Past year+13.9%

0.29%Fee0.03%

3–1VTI wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026