Compare · 3 funds side by side · dividends reinvested

IVV, DFSD and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

IVV, DFSD 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%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.7%+9.7%+21.7%+11.3%−8.9%13.6%$819B2.1

Dimensional - Short Duration Fixed Income ETFBonds & Cash · Short-term0.17%4.50%+1.2%+2.0%+5.0%[…]−1.7%2.1%$7.4B2.1

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

End-of-day Nov 6, 2026 · returns include dividends · since: IVV 2000 · DFSD 2021 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,177

IVV

DFSD

Dimensional - Short Duration Fixed Income ETF · $7.4B[…]

$10,000 five years ago, dividends reinvested

IVVMeasureDFSD

+8.7%Year to dateJan 1 → Nov 6+1.2%

+9.8%1 yearTotal return+2.0%

+21.8%3 years · per year$10,000 became $18,084 · $11,573+5.0%

+11.4%5 years · per year$10,000 became $17,177 · […][…]

0.03%Expense ratio$3 · $17 a year on $10k · lower is better0.17%

1.14%Trailing 12-mo yield$114 · $450 a year on $10k4.50%

−8.9%Worst dropSmaller is better−1.7%

13.6%VolatilityLower is calmer2.1%

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

4–3IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVV vs DFSD: Top 5 Holdings

Today

IVV

27.8%in top 5

DFSD

in top 5[…]

IVVStockDFSD

7.9%AAPLnot top 5

6.9%NVDAnot top 5

6.3%MSFTnot top 5

4.0%AMZNnot top 5

2.6%GOOGLnot top 5

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

IVV vs DFSD Returns, Every Period

iSharesIVV

+9.8%

past year

DFSDDimensional

+2.0%

past year

IVVDFSDFaded: behind in that period

3–0IVV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Core vs Bonds: IVV vs DFSD

YTD

iSharesIVV

+8.7%

DFSDDimensional

+1.2%

+8.7%Year to date+1.2%

−8.9%Worst drop · 1Y−1.7%

13.6%Volatility · 1Y2.1%

1.1%Yield4.5%

$850BAssets$7.4B

3–1DFSD wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, DFSD, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFSD0.17%$17

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: IVV, DFSD, SPY

4.50%highest, DFSD

FundTrailing yieldYield$10k

DFSD4.50%$450

IVV1.14%$114

SPY1.03%$103

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$433most kept, DFSD

DFSD$450 − $17 = $433

IVV$114 − $3 = $111

SPY$103 − $9 = $94

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: IVV, DFSD, SPY

Today

99.9%most shared, IVV and SPY

IVVDFSDSPY

IVV—[…]99.9%

DFSD[…]—[…]

SPY99.9%[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.8%IVV, at 13.6% volatility

DFSDWorst drop−1.7%2.1% vol

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

DFSDIVV

+1.2%Year to date+8.7%

4.5%Yield1.1%

+2.0%Past year+9.8%

0.17%Fee0.03%

3–1IVV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026