Compare · 3 funds side by side · dividends reinvested

IVV, DFIV and SPY

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,185DFIV · best of the three

Story of the three · IncomeMost incomeDFIV · 2.75% · $275 a year on $10k

Story of the three · RiskSmallest drop

IVV, DFIV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.75%+16.1%+22.1%+25.5%+15.1%−9.7%14.4%$22.5B1.8

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+12.0%+12.2%+21.7%+11.7%−8.9%13.7%$879B1.9

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.00%+11.9%+12.0%+21.6%+11.6%−8.9%13.7%$806B2.4

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

End-of-day Nov 12, 2026 · returns include dividends · since: IVV 2000 · DFIV 1999 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

5Y

iShares Core S&P 500 ETF · $879B$17,398

IVV

DFIV

Dimensional - International Value ETF · $22.5B$20,185

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

IVVMeasure

More Ways to See the Pairs

IVV vs DFIV: Top 5 Holdings

Today

IVV

26.8%in top 5

DFIV

in top 510.4%

IVVStockDFIV

7.9%AAPLnot top 5

6.4%NVDAnot top 5

5.9%MSFTnot top 5

4.0%AMZNnot top 5

not top 5SHEL3.4%

Cost, Income and Risk

Fees: IVV, DFIV, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFIV0.27%$27

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: IVV, DFIV, SPY

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

VOO vs IVV

YTD

VanguardVOO

+11.9%

IVViShares

+12.0%

+11.9%

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

DFIV

+12.0%Year to dateJan 1 → Nov 12+16.1%

+12.2%1 yearTotal return+22.1%

+21.7%3 years · per year$10,000 became $18,019 · $19,770+25.5%

+11.7%5 years · per year$10,000 became $17,398 · $20,185+15.1%

0.03%Expense ratio$3 · $27 a year on $10k · lower is better0.27%

1.10%Trailing 12-mo yield$110 · $275 a year on $10k2.75%

−8.9%Worst dropSmaller is better−9.7%

13.7%VolatilityLower is calmer14.4%

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

3–5DFIV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

2.6%GOOGLnot top 5

not top 5TTE.PA2.1%

not top 57203.T2.0%

not top 5SAN.MC1.7%

not top 5BAS.DE1.3%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

IVV vs DFIV Returns, Every Period

5Y

iSharesIVV

+11.7%

5 years, per year

DFIVDimensional

+15.1%

5 years, per year

IVVDFIVFaded: behind in that period

0–4DFIV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

Core vs International: IVV vs DFIV

YTD

iSharesIVV

+12.0%

DFIVDimensional

+16.1%

+12.0%Year to date+16.1%

−8.9%Worst drop · 1Y−9.7%

13.7%Volatility · 1Y14.4%

1.1%Yield2.8%

$879BAssets$22.5B

2–2level

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

2.75%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.75%$275

IVV1.10%$110

SPY1.00%$100

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

Income After Fees on $10,000

1Y

$248most kept, DFIV

DFIV$275 − $27 = $248

IVV$110 − $3 = $107

SPY$100 − $9 = $91

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: IVV, DFIV, SPY

Today

99.9%most shared, IVV and SPY

IVVDFIVSPY

IVV—0.0%99.9%

DFIV0.0%—0.0%

SPY99.9%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.1%DFIV, at 14.4% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.7% vol

DFIVWorst drop−9.7%14.4% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVIVV

+16.1%Year to date+12.0%

2.8%Yield1.1%

+22.1%Past year+12.2%

0.27%Fee0.03%

3–1DFIV wins

End-of-day Nov 12, 2026

Year to date

+12.0%

1.1%Yield1.1%

$1.00TAssets$879B

1–0IVV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

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IVV, DFIV and SPY

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three