Compare · 3 funds side by side · dividends reinvested

IVVM, VXF and DFAC

IVVMiShares×VXFVanguard×DFACDimensional×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,417DFAC · best of the three

02 / 04

IVVM, VXF 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%$87.6B1.5

Vanguard Extended Market ETFUS Stock Styles · Large cap0.05%1.04%+12.5%+11.8%+22.0%+5.6%−10.2%17.3%$30.2B2.0

iShares Large Cap Moderate Quarterly Laddered ETFUS Stock Styles · Large cap0.53%0.63%+9.0%+10.1%+15.9%[…]−5.3%7.5%$197M2.4

Rank among the three1st → 3rdFee, 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 · VXF 2001 · DFAC 2005

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Moderate Quarterly Laddered ETF · $197M[…]

IVVM

VXF

Vanguard Extended Market ETF · $30.2B$13,123

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

IVVMMeasureVXF

+9.0%Year to dateJan 1 → Nov 4+12.5%

+10.1%1 yearTotal return+11.8%

+15.9%3 years · per year$10,000 became $15,560 · $18,168+22.0%

[…]5 years · per year$10,000 became […] · $13,123+5.6%

0.53%Expense ratio$53 · $5 a year on $10k · lower is better0.05%

0.63%Trailing 12-mo yield$63 · $104 a year on $10k1.04%

−5.3%Worst dropSmaller is better−10.2%

7.5%VolatilityLower is calmer17.3%

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

2–5VXF 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 VXF: Top 5 Holdings

Today

IVVM

98.5%in top 5

VXF

in top 56.7%

IVVMStockVXF

98.5%IVVnot top 5

not top 5SPCX2.5%

not top 5SNOW1.4%

not top 5NET1.4%

not top 5NTRA0.7%

not top 5MSTR0.7%

Held in common0.0%

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

IVVM vs VXF Returns, Every Period

iSharesIVVM

+10.1%

past year

VXFVanguard

+11.8%

past year

IVVMVXFFaded: behind in that period

0–3VXF wins

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

IVVM vs VXF

YTD

iSharesIVVM

+9.0%

VXFVanguard

+12.5%

+9.0%Year to date+12.5%

−5.3%Worst drop · 1Y−10.2%

7.5%Volatility · 1Y17.3%

0.6%Yield1.0%

$197MAssets$30.2B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVVM, VXF, DFAC

Today

0.05%lowest, VXF

FundExpense ratioFee$10k

VXF0.05%$5

DFAC0.21%$21

IVVM0.53%$53

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

Yields: IVVM, VXF, DFAC

1.04%highest, VXF

FundTrailing yieldYield$10k

VXF1.04%$104

DFAC0.87%$87

IVVM0.63%$63

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

Income After Fees on $10,000

$99most kept, VXF

VXF$104 − $5 = $99

DFAC$87 − $21 = $66

IVVM$63 − $53 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: IVVM, VXF, DFAC

Today

21.9%most shared, VXF and DFAC

IVVMVXFDFAC

IVVM—0.0%0.0%

VXF0.0%—21.9%

DFAC0.0%21.9%—

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

Return vs Bumpiness: 3 ETFs

+17.7%DFAC, at 12.3% volatility

IVVMWorst drop−5.3%7.5% vol

DFACWorst drop−8.5%12.3% vol

VXFWorst drop−10.2%17.3% vol

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

Paid More vs Made More

YTD

VXFDFAC

+12.5%Year to date+15.8%

1.0%Yield0.9%

+11.8%Past year+17.7%

0.05%Fee0.21%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026