DFEM vs IVV

ADFEM

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · IEMG $13,676

Lowest cost0.03%IVV · $3 on $10k

Most income2.44%IEMG · $244 on $10k

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

Held in common0.0%DFEM and IVV

Dimensional - Emerging Markets Core Equity 2 ETF · $8.7BiShares Core S&P 500 ETF · $875B

+18.1%3 years · per year$16,458 · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

2.16%12-mo yield$216 · $111 on $10k

Cards for this view

DFEM

Dimensional - Emerging Markets Core Equity 2

[…]

IVV

iShares Core S&P 500

$17,414

MeasureDFEMIVV

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield2.16%1.11%

5 years, per year[…]+11.7%

3 years, per year+18.1%+21.5%

Worst drop · 1Y−17.0%−8.9%

Volatility · 1Y24.3%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.44%	−0.7%	+10.6%	+12.4%	+18.7%	+6.5%	−17.8%	$146.1B
3	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.16%	−0.6%	+10.5%	+12.4%	+18.1%	new	−17.0%	$8.7B

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.44%	−0.7%	+10.6%	+12.4%	+18.7%	+6.5%	−17.8%	$146.1B
3	ADFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk	0.39%	2.16%	−0.6%	+10.5%	+12.4%	+18.1%	new	−17.0%	$8.7B

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