DFAC vs IVSS

ADFAC

BIVSS

Measures won2–0DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,580DFAC · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income1.22%IJH · $122 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common3.0%DFAC and IVSS

Dimensional - US Core Equity 2 ETF · $88.3BApplied Finance IVS US SMID ETF · $30M

+20.7%3 years · per year$17,581 · […][…]

+10.6%5 years · per year$16,580 · […][…]

0.21%Expense ratio$21 · $59 on $10k · lower wins0.59%

0.88%12-mo yield$88 · $6 on $10k0.06%

Cards for this view

DFAC

Dimensional - US Core Equity 2

$16,580

IVSS

Applied Finance IVS US SMID

[…]

MeasureDFACIVSS

Fee0.21%0.59%

Cost on $10k a year$21$59

Yield0.88%0.06%

5 years, per year+10.6%[…]

3 years, per year+20.7%[…]

Worst drop · 1Y−8.5%[…]

Volatility · 1Y13.1%[…]

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BIVSS	Applied Finance IVS US SMID ETFRead Desk	0.59%	0.06%	−0.8%	+20.5%	new	new	new	[…]	$30M

#
1	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.7%	+14.1%	+15.4%	+20.7%	+10.6%	−8.5%	$88.3B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BIVSS	Applied Finance IVS US SMID ETFRead Desk	0.59%	0.06%	−0.8%	+20.5%	new	new	new	[…]	$30M

Loading…