Compare · 4 funds side by side · dividends reinvested

IVSS, DFAC, VOO and IWF

IVSSApplied Finance×DFACDimensional×VOOVanguard×IWFiShares×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$17,543VOO · best of the four

02 / 04

IVSS, DFAC, VOO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.3%+13.6%+22.0%+11.9%−8.9%13.7%$1.00T1.6

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+17.7%+21.2%+11.0%−8.5%13.1%$85.6B1.8

Applied Finance IVS US SMID ETFUS Stock Styles · Large cap0.59%0.06%+20.6%[…][…][…][…][…]$30M3.0

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$115B3.0

Rank among the four1st → 4thFee, 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: IVSS 2025 · DFAC 2005 · VOO 2010 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

Applied Finance IVS US SMID ETF · $30M[…]

IVSS

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,820

$10,000 five years ago, dividends reinvested · they hold 3.0% in common

IVSSMeasureDFAC

+20.6%Year to dateJan 1 → Nov 9+14.1%

[…]1 yearTotal return+17.7%

[…]3 years · per year$10,000 became […] · $17,787+21.2%

[…]5 years · per year$10,000 became […] · $16,820+11.0%

0.59%Expense ratio$59 · $21 a year on $10k · lower is better0.21%

0.06%Trailing 12-mo yield$6 · $88 a year on $10k0.88%

[…]Worst dropSmaller is better−8.5%

[…]VolatilityLower is calmer13.1%

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

1–2DFAC wins

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

More Ways to See the Pairs

IVSS vs DFAC: Top 5 Holdings

Today

IVSS

7.7%in top 5

DFAC

in top 520.4%

IVSSStockDFAC

not top 5AAPL5.9%

not top 5MSFT5.0%

not top 5NVDA4.9%

not top 5AMZN2.7%

not top 5META1.9%

1.7%HQYnot top 5

1.6%PJTnot top 5

1.5%SEZLnot top 5

1.4%IDCCnot top 5

1.4%SWXnot top 5

Held in common3.0%

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

IVSS vs DFAC Returns, Every Period

Applied FinanceIVSS

[…]

past year

DFACDimensional

+17.7%

past year

IVSSDFACFaded: behind in that period

1–0IVSS wins

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

Stocks vs Core: IVSS vs VOO

YTD

Applied FinanceIVSS

+20.6%

VOOVanguard

+11.3%

+20.6%Year to date+11.3%

[…]Worst drop · 1Y−8.9%

[…]Volatility · 1Y13.7%

0.1%Yield1.1%

$30.0MAssets$1.00T

1–1level

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

Cost, Income and Risk

Fees: IVSS, DFAC, VOO, IWF

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IWF0.18%$18

DFAC0.21%$21

IVSS0.59%$59

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

Yields: IVSS, DFAC, VOO, IWF

1.07%highest, VOO

FundTrailing yieldYield$10k

VOO1.07%$107

DFAC0.88%$88

IWF0.38%$38

IVSS0.06%$6

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

Income After Fees on $10,000

$104most kept, VOO

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

IWF$38 − $18 = $20

IVSS$6 − $59 = −$53

KeptFee

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

Overlap: IVSS, DFAC, VOO, IWF

Today

67.4%most shared, DFAC and VOO

IVSSDFACVOOIWF

IVSS—3.0%0.0%0.0%

DFAC3.0%—67.4%40.3%

VOO0.0%67.4%—59.3%

IWF0.0%40.3%59.3%—

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

Return vs Bumpiness: 4 ETFs

+17.7%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

VOOWorst drop−8.9%13.7% vol

IWFWorst drop−14.6%19.5% vol

IVSSWorst drop[…][…]

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

Paid More vs Made More

YTD

VOOIVSS

+11.3%Year to date+20.6%

1.1%Yield0.1%

+13.6%Past year[…]

0.03%Fee0.59%

2–1VOO wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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$853B

0–0level

End-of-day Nov 9, 2026