DFAT vs IVV

ADFAT

BIVV

Measures won1–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VUG $16,124

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 · $30.8BiShares Core S&P 500 ETF · $853B

+18.1%3 years · per year$16,470 · $18,084+21.8%

+9.8%5 years · per year$15,924 · $17,177+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%

14.6%VolatilityLower wins13.6%

1–5IVV wins

$10,000 · 5 yearsAll three, 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 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

End-of-day Nov 6, 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

$15,924

IVV

iShares Core S&P 500

$17,177

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+18.1%+21.8%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.6%13.6%

5–1measures won
IVV first

0.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: DFAT, IVV, VUG

Today

54.8%most shared, IVV and VUG

DFATIVVVUG

DFAT—0.7%0.0%

IVV0.7%—54.8%

VUG0.0%54.8%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DFAT$135 − $31 = $104

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee