DFAT vs IVV

ADFAT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%DFAT · $131 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 · $32.1BiShares Core S&P 500 ETF · $887B

+20.0%3 years · per year$17,261 · $19,178+24.2%

+10.9%5 years · per year$16,744 · $18,118+12.6%

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

1.31%12-mo yield$131 · $109 on $10k1.09%

−9.6%Worst dropSmaller wins−8.9%

14.3%VolatilityLower wins12.9%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · IVV

0.1%VTRS0.0%

0.1%PTC0.0%

0.4%SWKS0.0%

0.5%RVTY0.0%

Held in common0.7%

End-of-day Nov 4, 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	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

End-of-day Nov 4, 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

$16,744

IVV

iShares Core S&P 500

$18,118

MeasureDFATIVV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.31%1.09%

5 years, per year+10.9%+12.6%

3 years, per year+20.0%+24.2%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.3%12.9%

5–1measures won
IVV first

0.7%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAT, IVV, VOO

Today

94.5%most shared, IVV and VOO

DFATIVVVOO

DFAT—0.7%0.7%

IVV0.7%—94.5%

VOO0.7%94.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VOO$105 − $3 = $102

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee