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ADFIP

BIVV

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · MUB $10,403

Lowest cost0.03%IVV · $3 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 · $872B

+4.0%3 years · per year$11,247 · $18,122+21.9%

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

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

5.36%12-mo yield$536 · $110 on $10k

Cards for this view

DFIP

Dimensional - Inflation-Protected Securities

[…]

IVV

iShares Core S&P 500

$17,530

MeasureDFIPIVV

Fee0.11%0.03%

Cost on $10k a year$11$3

Yield5.36%1.10%

5 years, per year[…]+11.9%

3 years, per year+4.0%+21.9%

Worst drop · 1Y−4.3%−8.9%

Volatility · 1Y3.7%

#
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%	$871.7B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.3%	+0.5%	+0.9%	+3.9%	+0.8%	−6.3%	$54.9B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.5%	$161.4B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.1%	−1.0%	−1.3%	+4.0%	new	−4.3%	$1.1B

#
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%	$871.7B
2	MUB	iShares National Muni Bond ETFRead Desk	0.05%	3.27%	+0.3%	+0.5%	+0.9%	+3.9%	+0.8%	−6.3%	$54.9B
3	BND	Vanguard Total Bond Market ETFRead Desk	0.03%	4.15%	0.0%	−0.7%	−0.4%	+4.7%	−0.2%	−4.5%	$161.4B
4	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.1%	−1.0%	−1.3%	+4.0%	new	−4.3%	$1.1B