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$17,545IVV · 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%1.11%+11.3%+13.6%+22.0%+11.9%−8.9%13.8%$853B1.6

Dimensional U.S. Equity ETFUS Stock Styles · Large cap0.09%0.88%+11.6%+13.9%+22.0%+11.6%−9.0%14.1%$20.9B2.1

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%$778B2.1

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

End-of-day Nov 9, 2026 · returns include dividends · since: IVV 2000 · DFUS 2001 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional U.S. Equity ETF · $20.9B$17,273

DFUS

IVV

iShares Core S&P 500 ETF · $853B$17,545

$10,000 five years ago, dividends reinvested · they hold 90.4% in common

DFUSMeasureIVV

+11.6%Year to dateJan 1 → Nov 9+11.3%

+13.9%1 yearTotal return+13.6%

+22.0%3 years · per year$10,000 became $18,179 · $18,159+22.0%

+11.6%5 years · per year$10,000 became $17,273 · $17,545+11.9%

0.09%Expense ratio$9 · $3 a year on $10k · lower is better0.03%

0.88%Trailing 12-mo yield$88 · $111 a year on $10k1.11%

−9.0%Worst dropSmaller is better−8.9%

14.1%VolatilityLower is calmer13.8%

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

2–5IVV wins

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

More Ways to See the Pairs

DFUS vs IVV: Top 5 Holdings

Today

DFUS

25.0%in top 5

IVV

in top 527.8%

DFUSStockIVV

7.0%AAPL7.9%

6.2%NVDA7.1%

5.6%MSFT6.2%

3.8%AMZN4.0%

2.4%GOOGL2.6%

Held in common90.4%

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

DFUS vs IVV Returns, Every Period

DimensionalDFUS

+11.6%

5 years, per year

IVViShares

+11.9%

5 years, per year

DFUSIVVFaded: behind in that period

2–1DFUS wins

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

Stocks vs Core: DFUS vs IVV

YTD

DimensionalDFUS

+11.6%

IVViShares

+11.3%

+11.6%Year to date+11.3%

−9.0%Worst drop · 1Y−8.9%

14.1%Volatility · 1Y13.8%

0.9%Yield1.1%

$20.9BAssets$853B

3–1IVV wins

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

Yields: IVV, DFUS, SPY

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

DFUS0.88%$88

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

SPY$101 − $9 = $92

DFUS$88 − $9 = $79

KeptFee

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

Overlap: IVV, DFUS, SPY

Today

99.9%most shared, IVV and SPY

IVVDFUSSPY

IVV—90.4%99.9%

DFUS90.4%—90.4%

SPY99.9%90.4%—

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

Return vs Bumpiness: 3 ETFs

+13.9%DFUS, at 14.1% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

DFUSWorst drop−9.0%14.1% vol

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

Paid More vs Made More

YTD

IVVDFUS

+11.3%Year to date+11.6%

1.1%Yield0.9%

+13.6%Past year+13.9%

0.03%Fee0.09%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

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

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026