DFIC vs IVV

ADFIC

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · IEMG $13,919

Lowest cost0.03%IVV · $3 on $10k

Most income2.52%DFIC · $252 on $10k

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

Held in common0.2%DFIC and IVV

Dimensional - International Core Equity 2 ETF · $15.5BiShares Core S&P 500 ETF · $883B

+20.7%3 years · per year$17,598 · $18,122+21.9%

[…]5 years · per year[…] · $17,530+11.9%

0.22%Expense ratio$22 · $3 on $10k · lower wins0.03%

2.52%12-mo yield$252 · $110 on $10k

Cards for this view

DFIC

Dimensional - International Core Equity 2

[…]

IVV

iShares Core S&P 500

$17,530

MeasureDFICIVV

Fee0.22%0.03%

Cost on $10k a year$22$3

Yield2.52%1.10%

5 years, per year[…]+11.9%

3 years, per year+20.7%+21.9%

Worst drop · 1Y−11.0%−8.9%

Volatility · 1Y15.2%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.38%	+2.3%	+13.2%	+13.1%	+19.3%	+6.8%	−17.8%	$149.1B
3	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.52%	+0.2%	+12.0%	+16.8%	+20.7%	new	−11.0%	$15.5B

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.38%	+2.3%	+13.2%	+13.1%	+19.3%	+6.8%	−17.8%	$149.1B
3	ADFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.52%	+0.2%	+12.0%	+16.8%	+20.7%	new	−11.0%	$15.5B

Loading…