Compare · 4 funds side by side · dividends reinvested

IVV, DFAC, VOO and SPY

IVViShares×DFACDimensional×VOOVanguard×SPYSPDR×

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

02 / 04

IVV, DFAC, VOO and SPY, 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%$1.00T2.0

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.4%+18.1%+21.3%+11.0%−8.5%13.1%$85.6B2.5

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%$853B2.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+11.2%+13.5%+21.9%+11.8%−8.9%13.7%$778B2.8

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: IVV 2000 · DFAC 2005 · VOO 2010 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $853B$17,177

IVV

DFAC

Dimensional - US Core Equity 2 ETF · $85.6B$16,869

$10,000 five years ago, dividends reinvested · they hold 69.0% in common

IVVMeasureDFAC

+8.7%Year to dateJan 1 → Nov 9+14.4%

+9.8%1 yearTotal return+18.1%

+21.8%3 years · per year$10,000 became $18,084 · $17,839+21.3%

+11.4%5 years · per year$10,000 became $17,177 · $16,869+11.0%

0.03%Expense ratio$3 · $21 a year on $10k · lower is better0.21%

1.14%Trailing 12-mo yield$114 · $88 a year on $10k0.88%

−8.9%Worst dropSmaller is better−8.5%

13.6%VolatilityLower is calmer13.1%

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

4–4Level

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

More Ways to See the Pairs

IVV vs DFAC: Top 5 Holdings

Today

IVV

27.8%in top 5

DFAC

in top 520.4%

IVVStockDFAC

7.9%AAPL5.9%

6.9%NVDA4.9%

6.3%MSFT5.0%

4.0%AMZN2.7%

2.6%GOOGLnot top 5

not top 5META1.9%

Held in common69.0%

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

IVV vs DFAC Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DFACDimensional

+11.0%

5 years, per year

IVVDFACFaded: behind in that period

2–2Level

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

IVV vs VOO

YTD

iSharesIVV

+8.7%

VOOVanguard

+11.3%

+8.7%Year to date+11.3%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.7%

1.1%Yield1.1%

$853BAssets$1.00T

1–1level

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

Cost, Income and Risk

Fees: IVV, DFAC, VOO, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VOO0.03%$3

SPY0.09%$9

DFAC0.21%$21

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

Yields: IVV, DFAC, VOO, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.07%$107

SPY1.01%$101

DFAC0.88%$88

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$107 − $3 = $104

SPY$101 − $9 = $92

DFAC$88 − $21 = $67

KeptFee

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

Overlap: IVV, DFAC, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVDFACVOOSPY

IVV—69.0%92.2%99.9%

DFAC69.0%—67.4%69.0%

VOO92.2%67.4%—92.2%

SPY99.9%69.0%92.2%—

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

Return vs Bumpiness: 4 ETFs

+18.1%DFAC, at 13.1% volatility

DFACWorst drop−8.5%13.1% vol

IVVWorst drop−8.9%13.6% vol

VOOWorst drop−8.9%13.7% vol

SPYWorst drop−8.9%13.7% vol

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

Paid More vs Made More

YTD

IVVDFAC

+8.7%Year to date+14.4%

1.1%Yield0.9%

+9.8%Past year+18.1%

0.03%Fee0.21%

2–2level

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

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026