Compare · 3 funds side by side · dividends reinvested

IVVW, DFAC and VOO

IVVWiShares×DFACDimensional×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

IVVW, DFAC and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares S&P 500 BuyWrite ETFUS Stock Styles · Large cap0.25%20.18%+9.9%+13.0%[…][…]−5.8%8.7%$344M1.8

Dimensional - US Core Equity 2 ETFUS Stock Styles · Large cap0.21%0.88%+14.1%+16.0%+23.0%+11.2%−8.5%12.2%$87.6B1.9

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T2.0

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

End-of-day Nov 3, 2026 · returns include dividends · since: IVVW 2024 · DFAC 2005 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

iShares S&P 500 BuyWrite ETF · $344M[…]

IVVW

DFAC

Dimensional - US Core Equity 2 ETF · $87.6B$16,976

$10,000 five years ago, dividends reinvested · they hold 68.7% in common

IVVWMeasureDFAC

+9.9%Year to dateJan 1 → Nov 3+14.1%

+13.0%1 yearTotal return+16.0%

[…]3 years · per year$10,000 became […] · $18,595+23.0%

[…]5 years · per year$10,000 became […] · $16,976+11.2%

0.25%Expense ratio$25 · $21 a year on $10k · lower is better0.21%

20.18%Trailing 12-mo yield$2,018 · $88 a year on $10k0.88%

−5.8%Worst dropSmaller is better−8.5%

8.7%VolatilityLower is calmer12.2%

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

3–3Level

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

More Ways to See the Pairs

IVVW vs DFAC: Top 5 Holdings

Today

IVVW

27.3%in top 5

DFAC

in top 519.9%

IVVWStockDFAC

7.7%AAPL5.7%

7.6%NVDA5.2%

5.9%MSFT4.7%

3.6%AMZN2.5%

2.5%GOOGLnot top 5

not top 5META1.9%

Held in common68.7%

End-of-day Nov 3, 2026 · share of each fund

IVVW vs DFAC Returns, Every Period

iSharesIVVW

+13.0%

past year

DFACDimensional

+16.0%

past year

IVVWDFACFaded: behind in that period

0–2DFAC wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

Stocks vs Core: IVVW vs VOO

YTD

iSharesIVVW

+9.9%

VOOVanguard

+11.5%

+9.9%Year to date+11.5%

−5.8%Worst drop · 1Y−8.9%

8.7%Volatility · 1Y12.7%

20.2%Yield1.1%

$344MAssets$1.00T

3–1IVVW wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IVVW, DFAC, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

DFAC0.21%$21

IVVW0.25%$25

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IVVW, DFAC, VOO

20.18%highest, IVVW

FundTrailing yieldYield$10k

IVVW20.18%$2,018

VOO1.07%$107

DFAC0.88%$88

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$1,993most kept, IVVW

IVVW$2,018 − $25 = $1,993

VOO$107 − $3 = $104

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IVVW, DFAC, VOO

Today

94.5%most shared, IVVW and VOO

IVVWDFACVOO

IVVW—68.7%94.5%

DFAC68.7%—67.3%

VOO94.5%67.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+16.0%DFAC, at 12.2% volatility

IVVWWorst drop−5.8%8.7% vol

DFACWorst drop−8.5%12.2% vol

VOOWorst drop−8.9%12.7% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IVVWDFAC

+9.9%Year to date+14.1%

20.2%Yield0.9%

+13.0%Past year+16.0%

0.25%Fee0.21%

3–1DFAC wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026