DFAR vs IVV

ADFAR

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income3.34%DFAR · $334 on $10k

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

Held in common1.7%DFAR and IVV

DFAR

IVV

DFA Real Estate Securities Portfolio ETF Class Shares · $8.8BiShares Core S&P 500 ETF · $887B

+14.4%3 years · per year$14,980 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

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

3.34%12-mo yield$334 · $114 on $10k1.14%

−11.5%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.6%

1–4IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAR · IVV

7.5%WELL0.3%

6.3%PLD0.2%

5.3%EQIX0.2%

5.0%AMT0.1%

Held in common1.7%

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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%	$886.8B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.34%	−1.7%	+15.8%	+15.6%	+14.4%	new	−11.5%	$8.8B

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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
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%	$886.8B
3	ADFAR	DFA Real Estate Securities Portfolio ETF Class SharesRead Desk	0.22%	3.34%	−1.7%	+15.8%	+15.6%	+14.4%	new	−11.5%	$8.8B

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

DFAR vs IVV

DFAR

DFA Real Estate Securities Portfolio ETF Class Shares

[…]

IVV

iShares Core S&P 500

$17,151

MeasureDFARIVV

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield3.34%1.14%

5 years, per year[…]+11.4%

3 years, per year+14.4%+22.1%

Worst drop · 1Y−11.5%−8.9%

Volatility · 1Y14.1%13.6%

4–1measures won
IVV first

1.7%

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAR, IVV, VOO

Today

93.5%most shared, IVV and VOO

DFARIVVVOO

DFAR—1.7%1.6%

IVV1.7%—93.5%

VOO1.6%93.5%—

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

Income After Fees on $10,000

$312most kept, DFAR

DFAR$334 − $22 = $312

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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