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$17,417DFAC · 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%0.87%+15.8%+17.7%+23.2%+11.7%−8.5%12.3%$89.2B1.3

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.63%+9.0%+10.1%+15.9%[…]−5.3%7.5%$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 4, 2026 · returns include dividends · since: IVVM 2023 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

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

IVVM

DFAC

Dimensional - US Core Equity 2 ETF · $89.2B$17,417

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

IVVMMeasureDFAC

+9.0%Year to dateJan 1 → Nov 4+15.8%

+10.1%1 yearTotal return+17.7%

+15.9%3 years · per year$10,000 became $15,560 · $18,682+23.2%

[…]5 years · per year$10,000 became […] · $17,417+11.7%

0.53%Expense ratio$53 · $21 a year on $10k · lower is better0.21%

0.63%Trailing 12-mo yield$63 · $87 a year on $10k0.87%

−5.3%Worst dropSmaller is better−8.5%

7.5%VolatilityLower is calmer12.3%

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

2–5DFAC wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IVVM vs DFAC: Top 5 Holdings

Today

IVVM

98.5%in top 5

DFAC

in top 520.1%

IVVMStockDFAC

98.5%IVVnot top 5

not top 5AAPL5.6%

not top 5NVDA5.3%

not top 5MSFT4.8%

not top 5AMZN2.6%

not top 5META1.9%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

IVVM vs DFAC Returns, Every Period

iSharesIVVM

+10.1%

past year

DFACDimensional

+17.7%

past year

IVVMDFACFaded: behind in that period

0–3DFAC wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

IVVM vs DFAC

YTD

iSharesIVVM

+9.0%

DFACDimensional

+15.8%

+9.0%Year to date+15.8%

−5.3%Worst drop · 1Y−8.5%

7.5%Volatility · 1Y12.3%

0.6%Yield0.9%

$199MAssets$89.2B

2–2level

End-of-day Nov 4, 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 4, 2026 · fee on $10,000 a year

Yields: IVVM, DFAC

0.87%highest, DFAC

FundTrailing yieldYield$10k

DFAC0.87%$87

IVVM0.63%$63

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$66most kept, DFAC

DFAC$87 − $21 = $66

IVVM$63 − $53 = $10

KeptFee

End-of-day Nov 4, 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 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%DFAC, at 12.3% volatility

IVVMWorst drop−5.3%7.5% vol

DFACWorst drop−8.5%12.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFACIVVM

+15.8%Year to date+9.0%

0.9%Yield0.6%

+17.7%Past year+10.1%

0.21%Fee0.53%

4–0DFAC wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026