Compare · 3 funds side by side · dividends reinvested

IVV, DFAT and SPY

02 / 04

Search ETFs and stocks

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,414IVV · best of the three

Story of the three · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the three · RiskSmallest drop

IVV, DFAT and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.11%+10.9%+13.0%+21.5%+11.7%−8.9%13.8%$875B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.01%+10.8%+13.0%+21.4%+11.7%−8.9%13.8%$778B2.1

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.7B2.3

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

End-of-day Nov 10, 2026 · returns include dividends · since: IVV 2000 · DFAT 2000 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $875B$17,414

IVV

DFAT

Dimensional - US Targeted Value ETF · $31.7B$15,937

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

IVVMeasure

More Ways to See the Pairs

IVV vs DFAT: Top 5 Holdings

Today

IVV

27.3%in top 5

DFAT

in top 53.6%

IVVStockDFAT

7.9%AAPLnot top 5

6.6%NVDAnot top 5

6.2%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Cost, Income and Risk

Fees: IVV, DFAT, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFAT0.31%$31

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

Yields: IVV, DFAT, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

+10.9%Year to date+10.8%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 10, 2026

VOO vs IVV

YTD

VanguardVOO

+10.9%

IVViShares

+10.9%

SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

DFAT

+10.9%Year to dateJan 1 → Nov 10+19.0%

+13.0%1 yearTotal return+24.8%

+21.5%3 years · per year$10,000 became $17,934 · $15,988+16.9%

+11.7%5 years · per year$10,000 became $17,414 · $15,937+9.8%

0.03%Expense ratio$3 · $31 a year on $10k · lower is better0.31%

1.11%Trailing 12-mo yield$111 · $133 a year on $10k1.33%

−8.9%Worst dropSmaller is better−9.6%

13.8%VolatilityLower is calmer14.7%

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

5–3IVV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CNH0.8%

not top 5OVV0.7%

not top 5BALL0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common0.7%

End-of-day Nov 10, 2026 · share of each fund

IVV vs DFAT Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

DFATDimensional

+9.8%

5 years, per year

IVVDFATFaded: behind in that period

2–2Level

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

Core vs Stocks: IVV vs DFAT

YTD

iSharesIVV

+10.9%

DFATDimensional

+19.0%

+10.9%Year to date+19.0%

−8.9%Worst drop · 1Y−9.6%

13.8%Volatility · 1Y14.7%

1.1%Yield1.3%

$875BAssets$31.7B

2–2level

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

1Y

1.33%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.33%$133

IVV1.11%$111

SPY1.01%$101

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$108most kept, IVV

IVV$111 − $3 = $108

DFAT$133 − $31 = $102

SPY$101 − $9 = $92

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: IVV, DFAT, SPY

Today

99.9%most shared, IVV and SPY

IVVDFATSPY

IVV—0.7%99.9%

DFAT0.7%—0.7%

SPY99.9%0.7%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.8%DFAT, at 14.7% volatility

SPYWorst drop−8.9%13.8% vol

IVVWorst drop−8.9%13.8% vol

DFATWorst drop−9.6%14.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFATIVV

+19.0%Year to date+10.9%

1.3%Yield1.1%

+24.8%Past year+13.0%

0.31%Fee0.03%

3–1DFAT wins

End-of-day Nov 10, 2026

Year to date

+10.9%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 10, 2026

+33.8%Year to date+15.1%

2.9%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

Loading…

IVV, DFAT and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three