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ADFIP

BIVV

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,429SPYM · IVV $17,414

Lowest cost0.02%SPYM · $2 on $10k

Most income5.36%DFIP · $536 on $10k

Smallest drop−4.3%DFIP · worst fall in 1Y

Held in common[…]DFIP and IVV

Dimensional - Inflation-Protected Securities ETF · $1.1BiShares Core S&P 500 ETF · $875B

+3.9%3 years · per year$11,223 · $17,934+21.5%

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

0.11%Expense ratio$11 · $3 on $10k · lower wins0.03%

5.36%12-mo yield$536 · $111 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

IVV

iShares Core S&P 500

$17,414

MeasureDFIPIVV

Fee0.11%0.03%

Cost on $10k a year$11$3

Yield5.36%1.11%

5 years, per year[…]+11.7%

3 years, per year+3.9%+21.5%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%

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1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	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
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	−0.4%	+0.3%	+0.7%	+3.8%	+0.8%	−6.3%	$55.1B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.7%	−1.0%	−1.2%	+3.9%	new	−4.3%	$1.1B

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1	SPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.03%	−0.3%	+10.9%	+13.1%	+21.5%	+11.8%	−8.9%	$178.8B
2	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
3	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.28%	−0.4%	+0.3%	+0.7%	+3.8%	+0.8%	−6.3%	$55.1B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.7%	−1.0%	−1.2%	+3.9%	new	−4.3%	$1.1B