Compare · 3 funds side by side · dividends reinvested

VOO, DFAS and IVV

VOOVanguard×DFASDimensional×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,156VOO · best of the three

02 / 04

VOO, DFAS and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.5

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$850B1.9

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.04%+12.6%+17.3%+17.5%+6.9%−9.4%15.8%$33.8B2.5

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

End-of-day Nov 5, 2026 · returns include dividends · since: VOO 2010 · DFAS 1992 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P 500 ETF · $850B$17,151

IVV

DFAS

Dimensional - US Small Cap ETF · $33.8B$13,932

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

IVVMeasureDFAS

+8.4%Year to dateJan 1 → Nov 5+12.6%

+9.7%1 yearTotal return+17.3%

+22.1%3 years · per year$10,000 became $18,221 · $16,215+17.5%

+11.4%5 years · per year$10,000 became $17,151 · $13,932+6.9%

0.03%Expense ratio$3 · $30 a year on $10k · lower is better0.30%

1.14%Trailing 12-mo yield$114 · $104 a year on $10k1.04%

−8.9%Worst dropSmaller is better−9.4%

13.6%VolatilityLower is calmer15.8%

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

6–2IVV wins

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

More Ways to See the Pairs

IVV vs DFAS: Top 5 Holdings

Today

IVV

27.7%in top 5

DFAS

in top 51.4%

IVVStockDFAS

7.7%AAPLnot top 5

7.3%NVDAnot top 5

6.2%MSFTnot top 5

3.9%AMZNnot top 5

2.6%GOOGLnot top 5

not top 5SWKS0.3%

not top 5HALO0.3%

not top 5ELAN0.3%

not top 5CCK0.2%

not top 5AIT0.2%

Held in common1.0%

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

IVV vs DFAS Returns, Every Period

iSharesIVV

+11.4%

5 years, per year

DFASDimensional

+6.9%

5 years, per year

IVVDFASFaded: behind in that period

2–2Level

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

IVV vs VOO

YTD

iSharesIVV

+8.4%

VOOVanguard

+8.4%

+8.4%Year to date+8.4%

−8.9%Worst drop · 1Y−8.9%

13.6%Volatility · 1Y13.5%

1.1%Yield1.1%

$850BAssets$1.00T

1–0VOO wins

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

Cost, Income and Risk

Fees: VOO, DFAS, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

DFAS0.30%$30

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

Yields: VOO, DFAS, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

DFAS1.04%$104

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

DFAS$104 − $30 = $74

KeptFee

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

Overlap: VOO, DFAS, IVV

Today

93.5%most shared, VOO and IVV

VOODFASIVV

VOO—0.9%93.5%

DFAS0.9%—1.0%

IVV93.5%1.0%—

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

Return vs Bumpiness: 3 ETFs

+17.3%DFAS, at 15.8% volatility

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

DFASWorst drop−9.4%15.8% vol

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

Paid More vs Made More

YTD

IVVDFAS

+8.4%Year to date+12.6%

1.1%Yield1.0%

+9.7%Past year+17.3%

0.03%Fee0.30%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026