DFAT vs IVV

ADFAT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.32%DFAT · $132 on $10k

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

Held in common0.7%DFAT and IVV

DFAT

IVV

Dimensional - US Targeted Value ETF · $30.8BiShares Core S&P 500 ETF · $853B

+18.0%3 years · per year$16,444 · $18,159+22.0%

+9.8%5 years · per year$15,930 · $17,545+11.9%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

1.32%12-mo yield$132 · $111 on $10k1.11%

−9.6%Worst dropSmaller wins−8.9%

14.8%VolatilityLower wins13.8%

1–5IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAT · IVV

0.0%VTRS0.0%

0.4%SWKS0.0%

0.7%BALL0.0%

0.5%SWK0.0%

Held in common0.7%

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
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	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
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	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B

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

DFAT vs IVV

DFAT

Dimensional - US Targeted Value

$15,930

IVV

iShares Core S&P 500

$17,545

MeasureDFATIVV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.32%1.11%

5 years, per year+9.8%+11.9%

3 years, per year+18.0%+22.0%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.8%13.8%

5–1measures won
IVV first

0.7%

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: DFAT, IVV, IWF, VOO

Today

92.7%most shared, IVV and VOO

DFATIVVIWFVOO

DFAT—0.7%0.0%0.7%

IVV0.7%—56.0%92.7%

IWF0.0%56.0%—59.3%

VOO0.7%92.7%59.3%—

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

DFAT$132 − $31 = $101

IWF$38 − $18 = $20

KeptFee

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