DFAC vs IVV

ADFAC

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · DFAC $16,820

Lowest cost0.03%IVV · $3 on $10k

Most income1.21%IJH · $121 on $10k

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

Held in common68.9%DFAC and IVV

DFAC

IVV

Dimensional - US Core Equity 2 ETF · $85.6BiShares Core S&P 500 ETF · $853B

+21.2%3 years · per year$17,787 · $18,159+22.0%

+11.0%5 years · per year$16,820 · $17,545+11.9%

0.21%Expense ratio$21 · $3 on $10k · lower wins0.03%

0.88%12-mo yield$88 · $111 on $10k1.11%

−8.5%Worst dropSmaller wins−8.9%

13.1%VolatilityLower wins13.8%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · IVV

5.9%AAPL7.9%

5.0%MSFT6.2%

4.9%NVDA7.1%

2.7%AMZN4.0%

Held in common68.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAC vs IVV

DFAC

Dimensional - US Core Equity 2

$16,820

IVV

iShares Core S&P 500

$17,545

MeasureDFACIVV

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.88%1.11%

5 years, per year+11.0%+11.9%

3 years, per year+21.2%+22.0%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y13.1%13.8%

4–2measures won
IVV first

68.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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$853B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFAC, IVV, IJH

Today

68.9%most shared, DFAC and IVV

DFACIVVIJH

DFAC—68.9%11.4%

IVV68.9%—0.0%

IJH11.4%0.0%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

IVV$111 − $3 = $108

DFAC$88 − $21 = $67

KeptFee

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