Compare · 3 funds side by side · dividends reinvested

SPY, DFAS and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,545IVV · best of the three

02 / 04

SPY, DFAS and IVV, 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%$875B1.5

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%$778B2.0

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+16.1%+20.9%+17.5%+7.0%−9.4%15.9%$34.7B2.5

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: SPY 1993 · DFAS 1992 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,033

DFAS

SPY

State Street SPDR S&P 500 ETF · $778B$17,493

$10,000 five years ago, dividends reinvested · they hold 1.0% in common

DFASMeasureSPY

+16.1%Year to dateJan 1 → Nov 9+11.2%

+20.9%1 yearTotal return+13.5%

+17.5%3 years · per year$10,000 became $16,239 · $18,118+21.9%

+7.0%5 years · per year$10,000 became $14,033 · $17,493+11.8%

0.30%Expense ratio$30 · $9 a year on $10k · lower is better0.09%

1.00%Trailing 12-mo yield$100 · $101 a year on $10k1.01%

−9.4%Worst dropSmaller is better−8.9%

15.9%VolatilityLower is calmer13.7%

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

2–6SPY wins

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

More Ways to See the Pairs

DFAS vs SPY: Top 5 Holdings

Today

DFAS

1.3%in top 5

SPY

in top 527.8%

DFASStockSPY

not top 5AAPL7.9%

not top 5NVDA7.1%

not top 5MSFT6.2%

not top 5AMZN4.0%

not top 5GOOGL2.6%

0.3%SWKSnot top 5

0.3%ELANnot top 5

0.3%CCKnot top 5

0.2%MOG-Anot top 5

0.2%SJMnot top 5

Held in common1.0%

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

DFAS vs SPY Returns, Every Period

DimensionalDFAS

+7.0%

5 years, per year

SPYSPDR

+11.8%

5 years, per year

DFASSPYFaded: behind in that period

2–2Level

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

Stocks vs Core: DFAS vs IVV

YTD

DimensionalDFAS

+16.1%

IVViShares

+11.3%

+16.1%Year to date+11.3%

−9.4%Worst drop · 1Y−8.9%

15.9%Volatility · 1Y13.8%

1.0%Yield1.1%

$34.7BAssets$875B

3–1IVV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPY, DFAS, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

DFAS0.30%$30

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

Yields: SPY, DFAS, IVV

1.11%highest, IVV

FundTrailing yieldYield$10k

IVV1.11%$111

SPY1.01%$101

DFAS1.00%$100

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

DFAS$100 − $30 = $70

KeptFee

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

Overlap: SPY, DFAS, IVV

Today

99.9%most shared, SPY and IVV

SPYDFASIVV

SPY—1.0%99.9%

DFAS1.0%—1.0%

IVV99.9%1.0%—

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

Return vs Bumpiness: 3 ETFs

+20.9%DFAS, at 15.9% volatility

SPYWorst drop−8.9%13.7% vol

IVVWorst drop−8.9%13.8% vol

DFASWorst drop−9.4%15.9% vol

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

Paid More vs Made More

YTD

IVVDFAS

+11.3%Year to date+16.1%

1.1%Yield1.0%

+13.6%Past year+20.9%

0.03%Fee0.30%

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$875B

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%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026