DFAS vs IVV

ADFAS

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common1.0%DFAS and IVV

DFAS

IVV

Dimensional - US Small Cap ETF · $33.8BiShares Core S&P 500 ETF · $850B

+17.5%3 years · per year$16,215 · $18,221+22.1%

+6.9%5 years · per year$13,932 · $17,151+11.4%

0.30%Expense ratio$30 · $3 on $10k · lower wins0.03%

1.04%12-mo yield$104 · $114 on $10k1.14%

−9.4%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins13.6%

0–6IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAS · IVV

0.3%SWKS0.0%

0.2%SWK0.0%

0.1%RVTY0.0%

0.2%HAS0.0%

Held in common1.0%

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 Four

5Y4 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%	$850.0B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
4	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B

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

All Four

5Y4 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%	$850.0B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B
4	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−9.4%	$33.8B

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

DFAS vs IVV

DFAS

Dimensional - US Small Cap

$13,932

IVV

iShares Core S&P 500

$17,152

MeasureDFASIVV

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.04%1.14%

5 years, per year+6.9%+11.4%

3 years, per year+17.5%+22.1%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.8%13.6%

6–0measures won
IVV first

1.0%

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: DFAS, IVV, IWF, VOO

Today

93.5%most shared, IVV and VOO

DFASIVVIWFVOO

DFAS—1.0%1.4%0.9%

IVV1.0%—56.4%93.5%

IWF1.4%56.4%—59.2%

VOO0.9%93.5%59.2%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

DFAS$104 − $30 = $74

IWF$39 − $18 = $21

KeptFee

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