Compare · 3 funds side by side · dividends reinvested

IVV, DFUS and SPY

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,151IVV · best of the three

02 / 04

IVV, DFUS 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%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.5

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.1

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.90%+8.5%+9.9%+22.1%+11.1%−9.0%13.9%$21.8B2.3

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

End-of-day Nov 5, 2026 · returns include dividends · since: IVV 2000 · DFUS 2001 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $887B$17,151

IVV

DFUS

Dimensional U.S. Equity ETF · $21.8B$16,889

$10,000 five years ago, dividends reinvested · they hold 90.5% in common

IVVMeasureDFUS

+8.4%Year to dateJan 1 → Nov 5+8.5%

+9.7%1 yearTotal return+9.9%

+22.1%3 years · per year$10,000 became $18,221 · $18,189+22.1%

+11.4%5 years · per year$10,000 became $17,151 · $16,889+11.1%

0.03%Expense ratio$3 · $9 a year on $10k · lower is better0.09%

1.14%Trailing 12-mo yield$114 · $90 a year on $10k0.90%

−8.9%Worst dropSmaller is better−9.0%

13.6%VolatilityLower is calmer13.9%

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

5–2IVV wins

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

More Ways to See the Pairs

IVV vs DFUS: Top 5 Holdings

Today

IVV

27.7%in top 5

DFUS

in top 524.9%

IVVStockDFUS

7.7%AAPL6.9%

7.3%NVDA6.3%

6.2%MSFT5.7%

3.9%AMZN3.7%

2.6%GOOGL2.3%

Held in common90.5%

End-of-day Nov 5, 2026 · share of each fund

IVV vs DFUS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DFUSDimensional

+11.1%

5 years, per year

IVVDFUSFaded: behind in that period

1–2DFUS wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

IVV vs SPY

YTD

iSharesIVV

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.6%

1.1%Yield1.0%

$887BAssets$805B

2–0IVV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVV, DFUS, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

DFUS0.09%$9

SPY0.09%$9

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: IVV, DFUS, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

DFUS0.90%$90

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

DFUS$90 − $9 = $81

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: IVV, DFUS, SPY

Today

99.9%most shared, IVV and SPY

IVVDFUSSPY

IVV—90.5%99.9%

DFUS90.5%—90.5%

SPY99.9%90.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+9.9%DFUS, at 13.9% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

DFUSWorst drop−9.0%13.9% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

IVVDFUS

+8.4%Year to date+8.5%

1.1%Yield0.9%

+9.7%Past year+9.9%

0.03%Fee0.09%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026