DFAC vs IVV

ADFAC

BIVV

Measures won2–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,626VTV · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.86%VTV · $186 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common69.1%DFAC and IVV

DFAC

IVV

Dimensional - US Core Equity 2 ETF · $85.7BiShares Core S&P 500 ETF · $850B

+21.2%3 years · per year$17,812 · $18,221+22.1%

+10.6%5 years · per year$16,526 · $17,151+11.4%

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

0.90%12-mo yield$90 · $114 on $10k1.14%

−8.5%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.6%

2–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAC · IVV

5.8%AAPL7.7%

5.1%NVDA7.3%

5.0%MSFT6.2%

2.7%AMZN3.9%

Held in common69.1%

End-of-day Nov 5, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.86%	−3.1%	+19.0%	+24.0%	+21.3%	+12.0%	−6.4%	$184.2B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
3	ADFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$85.7B

End-of-day Nov 5, 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

$16,526

IVV

iShares Core S&P 500

$17,152

MeasureDFACIVV

Fee0.21%0.03%

Cost on $10k a year$21$3

Yield0.90%1.14%

5 years, per year+10.6%+11.4%

3 years, per year+21.2%+22.1%

Worst drop · 1Y−8.5%−8.9%

Volatility · 1Y12.9%13.6%

4–2measures won
IVV first

69.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

VTV vs SCHV

YTD

VanguardVTV

+19.0%

SCHVSchwab

+16.6%

+19.0%Year to date+16.6%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: DFAC, IVV, VTV

Today

69.1%most shared, DFAC and IVV

DFACIVVVTV

DFAC—69.1%37.7%

IVV69.1%—43.4%

VTV37.7%43.4%—

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

Income After Fees on $10,000

$183most kept, VTV

VTV$186 − $3 = $183

IVV$114 − $3 = $111

DFAC$90 − $21 = $69

KeptFee

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