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ADFAC

BIVVM

Measures won3–2DFAC wins · of 6 · 5Y

$10,000 · 5Y$16,580DFAC · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%DFAC and IVVM

Dimensional - US Core Equity 2 ETF · $87.7BiShares Large Cap Moderate Quarterly Laddered ETF · $198M

+20.7%3 years · per year$17,581 · $14,948+14.3%

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

0.21%Expense ratio$21 · $53 on $10k · lower wins0.53%

0.88%12-mo yield$88 · $63 on $10k

Cards for this view

DFAC

Dimensional - US Core Equity 2

$16,580

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

MeasureDFACIVVM

Fee0.21%0.53%

Cost on $10k a year$21$53

Yield0.88%0.63%

5 years, per year+10.6%[…]

3 years, per year+20.7%+14.3%

Worst drop · 1Y−8.5%−5.3%

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%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
4	BIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.3%	+8.2%	+9.1%	+14.3%	new	−5.3%	$198M

#
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%	$87.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
4	BIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.3%	+8.2%	+9.1%	+14.3%	new	−5.3%	$198M