DFMC vs IVV
Dimensional US Micro Cap Portfolio ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. DFMC delivered stronger 1-year returns. DFMC offers more diversification with 1,730 holdings.
Side-by-Side Comparison
| Metric | DFMC | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.41% | 0.03% | |
| AUM | $8.1B | $907.0B | |
| Dividend Yield | 0.22% | 1.10% | |
| Holdings | 1,730 | 508 | |
| YTD Return | +24.66% | +13.22% | |
| 1Y Return | - | +21.62% | |
| 3Y Return (annualized) | - | +22.17% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | - | 15.1% | |
| Max Drawdown | -4.3% | -56.5% | |
| Fund Family | Dimensional | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Mar 19, 2026 | May 15, 2000 |
DFMC vs IVV Performance
Dimensional US Micro Cap Portfolio ETF (DFMC) is a ETF from Dimensional and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Year to date, DFMC is up 24.66% versus a gain of 13.22% for IVV.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -4.3% for DFMC and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
DFMC charges 0.41% per year while IVV charges 0.03%. On a $10,000 position that is $41 vs $3 annually, a gap of $38 per year that compounds over a long holding period. On income, DFMC currently yields 0.22% against 1.10% for IVV.
Holdings Overlap
Frequently Asked Questions
Which is cheaper, DFMC or IVV?
DFMC has an expense ratio of 0.41% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $38 per year of difference.
What is the holdings overlap between DFMC and IVV?
DFMC and IVV share 2 common holdings with a 0.1% weight overlap. Combined, they hold 2233 unique securities.
Which pays a higher dividend, DFMC or IVV?
DFMC yields 0.22% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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