DFAL vs VV

ADFAL

BVV

Measures won0–2VV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VV · $3 on $10k

Most income1.11%IVV · $111 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common86.5%DFAL and VV

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7BVanguard Morningstar Large-Cap ETF · $54.1B

[…]3 years · per year[…] · $18,249+22.2%

[…]5 years · per year[…] · $17,233+11.5%

0.13%Expense ratio$13 · $3 on $10k · lower wins0.03%

0.17%12-mo yield$17 · $104 on $10k1.04%

[…]Worst dropSmaller wins−9.2%

[…]VolatilityLower wins13.8%

0–2VV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAL · VV

7.3%AAPL7.5%

6.4%NVDA8.1%

5.9%MSFT5.9%

3.9%AMZN3.7%

Held in common86.5%

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 Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.04%	+2.4%	+11.1%	+13.2%	+22.2%	+11.5%	−9.2%	$54.1B
4	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.17%	+2.4%	new	new	new	new	[…]	$1.7B

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

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	BVV	Vanguard Morningstar Large-Cap ETFRead Desk	0.03%	1.04%	+2.4%	+11.1%	+13.2%	+22.2%	+11.5%	−9.2%	$54.1B
4	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.17%	+2.4%	new	new	new	new	[…]	$1.7B

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

DFAL vs VV

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

Vanguard Morningstar Large-Cap

$17,233

MeasureDFALVV

Fee0.13%0.03%

Cost on $10k a year$13$3

Yield0.17%1.04%

5 years, per year[…]+11.5%

3 years, per year[…]+22.2%

Worst drop · 1Y[…]−9.2%

Volatility · 1Y[…]13.8%

2–0measures won
VV first

86.5%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAL, VV, VOO, IVV

Today

96.4%most shared, VV and VOO

DFALVVVOOIVV

DFAL—86.5%86.6%90.2%

VV86.5%—96.4%91.0%

VOO86.6%96.4%—92.7%

IVV90.2%91.0%92.7%—

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

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

VOO$107 − $3 = $104

VV$104 − $3 = $101

DFAL$17 − $13 = $4

KeptFee

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