Compare · 3 funds side by side · dividends reinvested

DUSB, IVV and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

DUSB, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.1

Dimensional Ultrashort Fixed Income ETFBonds & Cash · Ultra-short0.15%3.92%+3.1%+3.7%+4.9%[…]−0.2%0.6%$2.8B2.1

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

End-of-day Nov 5, 2026 · returns include dividends · since: DUSB 2023 · IVV 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional Ultrashort Fixed Income ETF · $2.8B[…]

DUSB

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested

DUSBMeasureIVV

+3.1%Year to dateJan 1 → Nov 5+8.4%

+3.7%1 yearTotal return+9.7%

+4.9%3 years · per year$10,000 became $11,527 · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

0.15%Expense ratio$15 · $3 a year on $10k · lower is better0.03%

3.92%Trailing 12-mo yield$392 · $114 a year on $10k1.14%

−0.2%Worst dropSmaller is better−8.9%

0.6%VolatilityLower is calmer13.6%

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

3–4IVV wins

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

More Ways to See the Pairs

DUSB vs IVV: Top 5 Holdings

Today

DUSB

[…]in top 5

IVV

in top 527.7%

DUSBStockIVV

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

End-of-day Nov 5, 2026 · share of each fund

DUSB vs IVV Returns, Every Period

DimensionalDUSB

+3.7%

past year

IVViShares

+9.7%

past year

DUSBIVVFaded: behind in that period

0–3IVV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Bonds vs Core: DUSB vs IVV

YTD

DimensionalDUSB

+3.1%

IVViShares

+8.4%

+3.1%Year to date+8.4%

−0.2%Worst drop · 1Y−8.9%

0.6%Volatility · 1Y13.6%

3.9%Yield1.1%

$2.8BAssets$887B

3–1DUSB wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DUSB, IVV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DUSB0.15%$15

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DUSB, IVV, SPY

3.92%highest, DUSB

FundTrailing yieldYield$10k

DUSB3.92%$392

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$377most kept, DUSB

DUSB$392 − $15 = $377

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DUSB, IVV, SPY

Today

99.9%most shared, IVV and SPY

DUSBIVVSPY

DUSB—[…][…]

IVV[…]—99.9%

SPY[…]99.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.7%IVV, at 13.6% volatility

DUSBWorst drop−0.2%0.6% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DUSBIVV

+3.1%Year to date+8.4%

3.9%Yield1.1%

+3.7%Past year+9.7%

0.15%Fee0.03%

3–1IVV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026