DFAT vs IVV

ADFAT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

Lowest cost0.03%IVV · $3 on $10k

Most income1.35%DFAT · $135 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 · $31.1BiShares Core S&P 500 ETF · $850B

+18.5%3 years · per year$16,661 · $18,221+22.1%

+9.8%5 years · per year$15,974 · $17,151+11.4%

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

1.35%12-mo yield$135 · $114 on $10k1.14%

−9.6%Worst dropSmaller wins−8.9%

14.7%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · IVV

0.1%VTRS0.0%

0.1%PTC0.0%

0.3%SWKS0.0%

0.7%BALL0.0%

Held in common0.7%

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	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B

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	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B

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

DFAT vs IVV

DFAT

Dimensional - US Targeted Value

$15,974

IVV

iShares Core S&P 500

$17,152

MeasureDFATIVV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.35%1.14%

5 years, per year+9.8%+11.4%

3 years, per year+18.5%+22.1%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.7%13.6%

5–1measures won
IVV first

0.7%

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: DFAT, IVV, VTI

Today

86.5%most shared, IVV and VTI

DFATIVVVTI

DFAT—0.7%3.8%

IVV0.7%—86.5%

VTI3.8%86.5%—

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

VTI$110 − $3 = $107

DFAT$135 − $31 = $104

KeptFee

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