Loading…

Getting the latest data.

ADFIP

BIVV

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,265IVV · SPY $17,214

Lowest cost0.03%IVV · $3 on $10k

Most income5.39%DFIP · $539 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

+3.6%3 years · per year$11,131 · $17,931+21.5%

[…]5 years · per year[…] · $17,265+11.5%

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

5.39%12-mo yield$539 · $111 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

IVV

iShares Core S&P 500

$17,265

MeasureDFIPIVV

Fee0.11%0.03%

Cost on $10k a year$11$3

Yield5.39%1.11%

5 years, per year[…]+11.5%

3 years, per year+3.6%+21.5%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B

#
1	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$875.2B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	−0.4%	+11.5%	+11.6%	+21.4%	+11.5%	−8.9%	$807.1B
3	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.19%	−0.1%	−1.5%	−1.4%	+4.1%	−0.5%	−4.6%	$137.0B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.39%	−0.1%	−1.6%	−2.1%	+3.6%	new	−4.3%	$1.1B