DFAR vs IVV

ADFAR

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · IVV $17,398

Lowest cost0.03%IVV · $3 on $10k

Most income3.33%DFAR · $333 on $10k

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

Held in common1.7%DFAR and IVV

DFA Real Estate Securities Portfolio ETF Class Shares · $8.7BiShares Core S&P 500 ETF · $883B

+13.3%3 years · per year$14,540 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.22%Expense ratio$22 · $3 on $10k · lower wins0.03%

3.33%12-mo yield$333 · $110 on $10k

Cards for this view

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

IVV

iShares Core S&P 500

$17,398

MeasureDFARIVV

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield3.33%1.10%

5 years, per year[…]+11.7%

3 years, per year+13.3%+21.7%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y14.0%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.7B

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.33%	−0.5%	+16.3%	+13.5%	+13.3%	new	−11.5%	$8.7B

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