DFAS vs IVV

ADFAS

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IVV $17,545

Lowest cost0.03%IVV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common1.0%DFAS and IVV

DFAS

IVV

Dimensional - US Small Cap ETF · $34.7BiShares Core S&P 500 ETF · $875B

+17.5%3 years · per year$16,239 · $18,159+22.0%

+7.0%5 years · per year$14,033 · $17,545+11.9%

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

1.00%12-mo yield$100 · $111 on $10k1.11%

−9.4%Worst dropSmaller wins−8.9%

15.9%VolatilityLower wins13.8%

0–6IVV wins

$10,000 · 5 yearsAll three, 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 9, 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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BIVV	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
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	BIVV	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
3	ADFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.00%	+3.0%	+16.1%	+20.9%	+17.5%	+7.0%	−9.4%	$34.7B

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

DFAS vs IVV

DFAS

Dimensional - US Small Cap

$14,033

IVV

iShares Core S&P 500

$17,545

MeasureDFASIVV

Fee0.30%0.03%

Cost on $10k a year$30$3

Yield1.00%1.11%

5 years, per year+7.0%+11.9%

3 years, per year+17.5%+22.0%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.9%13.8%

6–0measures won
IVV first

1.0%

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: DFAS, IVV, VTV

Today

43.7%most shared, IVV and VTV

DFASIVVVTV

DFAS—1.0%0.1%

IVV1.0%—43.7%

VTV0.1%43.7%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IVV$111 − $3 = $108

DFAS$100 − $30 = $70

KeptFee

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