Compare · 2 funds side by side · dividends reinvested

IVVM and DFAC

IVVMiShares×DFACDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,526DFAC · best of the two

02 / 04

IVVM and DFAC, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.90%+11.2%+14.3%+21.2%+10.6%−8.5%12.9%$89.2B1.3

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.64%+6.1%+7.8%+14.7%[…]−5.3%8.0%$199M1.7

Rank among the two1st → 2ndFee, 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: IVVM 2023 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Core Equity 2 ETF · $89.2B$16,526

DFAC

IVVM

iShares Large Cap Moderate Quarterly Laddered ETF · $199M[…]

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

DFACMeasureIVVM

+11.2%Year to dateJan 1 → Nov 5+6.1%

+14.3%1 yearTotal return+7.8%

+21.2%3 years · per year$10,000 became $17,812 · $15,078+14.7%

+10.6%5 years · per year$10,000 became $16,526 · […][…]

0.21%Expense ratio$21 · $53 a year on $10k · lower is better0.53%

0.90%Trailing 12-mo yield$90 · $64 a year on $10k0.64%

−8.5%Worst dropSmaller is better−5.3%

12.9%VolatilityLower is calmer8.0%

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

5–2DFAC wins

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

More Ways to See the Pairs

DFAC vs IVVM: Top 5 Holdings

Today

DFAC

20.5%in top 5

IVVM

in top 599.1%

DFACStockIVVM

not top 5IVV99.1%

5.8%AAPLnot top 5

5.1%NVDAnot top 5

5.0%MSFTnot top 5

2.7%AMZNnot top 5

1.9%METAnot top 5

Held in common0.0%

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

DFAC vs IVVM Returns, Every Period

DimensionalDFAC

+14.3%

past year

IVVMiShares

+7.8%

past year

DFACIVVMFaded: behind in that period

3–0DFAC wins

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

DFAC vs IVVM

YTD

DimensionalDFAC

+11.2%

IVVMiShares

+6.1%

+11.2%Year to date+6.1%

−8.5%Worst drop · 1Y−5.3%

12.9%Volatility · 1Y8.0%

0.9%Yield0.6%

$89.2BAssets$199M

2–2level

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

Cost, Income and Risk

Fees: IVVM, DFAC

Today

0.21%lowest, DFAC

FundExpense ratioFee$10k

DFAC0.21%$21

IVVM0.53%$53

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

Yields: IVVM, DFAC

0.90%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.90%$90

IVVM0.64%$64

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

Income After Fees on $10,000

$69most kept, DFAC

DFAC$90 − $21 = $69

IVVM$64 − $53 = $11

KeptFee

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

Overlap: IVVM, DFAC

Today

0.0%most shared, IVVM and DFAC

IVVMDFAC

IVVM—0.0%

DFAC0.0%—

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

Return vs Bumpiness: 2 ETFs

+14.3%DFAC, at 12.9% volatility

IVVMWorst drop−5.3%8.0% vol

DFACWorst drop−8.5%12.9% vol

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

Paid More vs Made More

YTD

DFACIVVM

+11.2%Year to date+6.1%

0.9%Yield0.6%

+14.3%Past year+7.8%

0.21%Fee0.53%

4–0DFAC wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

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