DFAC vs IVSS
YTDYear to date
IVSS wins+6.4 pts
Past year
Level
Fee
DFAC winslower fee
Yield
DFAC wins+0.8 pts
AUM
DFAC2866.9× more
2–1DFAC wins
DFAC and IVSS · year-to-date · as of Nov 5, 2026 · AUM not scored
IVSS vs S&P 500
YTD$30.81 · +1.7% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+1.7%+4.7%−0.3%+22.2%———+22.2%
Peer average+1.1%−1.2%−0.5%+12.3%+13.1%+76.8%+60.9%—
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Applied Finance IVSS and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
IVSS’s Holdings
TodayHQYHealthequity1.7%IDCC1.6%PJT1.5%DAVE1.5%SWX1.4%OTTR1.3%BTSG1.2%INDV1.2%SEZL1.2%MCY1.2%ACIW1.1%FTDR1.1%TNET1.1%SM1.1%LNTH1.1%SKT1.1%HURN0.9%AMRX0.9%KNTK0.9%STGW0.9%MMS0.9%OPCH0.9%
HQYHealthequity1.7%IDCC1.6%PJT1.5%DAVE1.5%SWX1.4%OTTR1.3%BTSG1.2%INDV1.2%SEZL1.2%MCY1.2%ACIW1.1%FTDR1.1%
TechnologyIndustrialsHealthcareFinancial ServicesConsumer CyclicalEnergyOther
Applied Finance IVSS · 0 holdings · tile size = share of the fund · as of Nov 4, 2026
All 307 Large Cap ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional - US Core Equity 2ReadDesk | 0.21% | 0.9% | +15.8% | +15.8% | $87.6B | |
| 2 | IWB | Russell 1000ReadDesk | 0.15% | 0.9% | +13.0% | +13.0% | $47.8B | |
| 3 | DIA | State Street SPDR Dow Jones Industrial Average TrustReadDesk | 0.16% | 1.3% | +12.2% | +12.2% | $45.1B | |
| 4 | DCOR | U.S. Core Equity 1 Portfolio ClassReadDesk | 0.17% | 0.9% | +15.9% | +15.9% | $45.0B | |
| 5 | SCHB | U.S. Broad MarketReadDesk | 0.03% | 1.0% | +13.3% | +13.3% | $44.0B | |
| 6 | DYNF | U.S. Equity Factor Rotation ActiveReadDesk | 0.26% | 0.8% | +12.3% | +12.3% | $41.8B | |
| 7 | VXF | Extended MarketReadDesk | 0.05% | 1.0% | +12.5% | +12.5% | $30.2B | |
| 8 | FNDX | Fundamental U.S. Large CompanyReadDesk | 0.25% | 1.4% | +23.4% | +23.4% | $28.4B | |
| 9 | DFUS | Dimensional U.S. EquityReadDesk | 0.09% | 0.9% | +13.4% | +13.4% | $21.4B | |
| 10 | IWV | Russell 3000ReadDesk | 0.20% | 0.9% | +13.3% | +13.3% | $20.2B | |
| 11 | OEF | S&P 100ReadDesk | 0.20% | 0.9% | +11.4% | +11.4% | $19.9B | |
| 12 | COWZ | Pacer US Cash Cows 100ReadDesk | 0.49% | 1.9% | +20.4% | +20.4% | $19.8B | |
| 13 | DUHP | U.S. High Relative Profitability Portfolio ClassReadDesk | 0.21% | 0.8% | +14.3% | +14.3% | $19.3B | |
| 14 | ESGU | ESG Aware MSCI USAReadDesk | 0.15% | 0.9% | +13.3% | +13.3% | $17.8B | |
| 15 | AVUS | Avantis U.S. EquityReadDesk | 0.15% | 0.9% | +16.8% | +16.8% | $14.6B | |
| 16 | DLCU | Dimensional US Large CompanyReadDesk | 0.09% | 0.2% | new | new | $14.2B |
1–16 of 307Page 1 of 20
Large Cap · current AUM · as of Nov 5, 2026
IVSS Payouts by Year
1YLatest payout, Dec 2025
$0.02
a share
0.1% yield
0.1% yield
1 years added up
$0.02 a share
$0.02 a share
Applied Finance IVSS · per-share distributions by ex-date · 2025–2025
IVSS’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional - US Core Equity 2 ETFReadVersus | 0.21% | 0.9% | +1.5% | +15.8% | +17.7% | $87.6B | |
| 2 | IWB | iShares Russell 1000 ETFReadVersus | 0.15% | 0.9% | +1.5% | +13.0% | +13.2% | $47.8B | |
| 3 | DIA | State Street SPDR Dow Jones Industrial Average ETF TrustReadVersus | 0.16% | 1.3% | +3.1% | +12.2% | +14.2% | $45.1B | |
| 4 | DCOR | U.S. Core Equity 1 Portfolio ETF Class SharesReadVersus | 0.17% | 0.9% | +1.4% | +15.9% | +17.4% | $45.0B | |
| 5 | SCHB | Schwab U.S. Broad Market ETFReadVersus | 0.03% | 1.0% | +1.5% | +13.3% | +13.3% | $44.0B | |
| 6 | IVSS | Applied Finance IVS US SMID ETFThis fund | 0.59% | 0.1% | +1.7% | +22.2% | new | $30.5M |
#26 of 263 this year · #197 cheapest of 307 · sorted by assetsOpen the US Stock Styles table →
IVSS and its peer group · total return · as of Nov 5, 2026
Cards for This View
IVSS’s Top 10 Holdings
Today13.8%of IVSS sits in these 10
Applied Finance IVSS · weight in the fund · as of Nov 4, 2026
IVSS’s Holdings
TodayHQYHealthequity1.7%IDCC1.6%PJT1.5%DAVE1.5%SWX1.4%OTTR1.3%BTSG1.2%INDV1.2%SEZL1.2%MCY1.2%ACIW1.1%FTDR1.1%TNET1.1%SM1.1%LNTH1.1%SKT1.1%HURN0.9%AMRX0.9%KNTK0.9%STGW0.9%MMS0.9%OPCH0.9%
HQYHealthequity1.7%IDCC1.6%PJT1.5%DAVE1.5%SWX1.4%OTTR1.3%BTSG1.2%INDV1.2%SEZL1.2%MCY1.2%ACIW1.1%FTDR1.1%
TechnologyIndustrialsHealthcareFinancial ServicesConsumer CyclicalEnergyOther
Applied Finance IVSS · 0 holdings · tile size = share of the fund · as of Nov 4, 2026
IVSS vs Peer Average
YTDIVSSAvsBPeer average
1D+1.7%+1.1%
1M+4.7%−1.2%
3M−0.3%−0.5%
YTD+22.2%+12.3%
1Y[…]+13.1%
3Y[…]+76.8%
5Y[…]+60.9%
4–0IVSS wins
306 Large cap peers · each row scaled to its leader