DFIP vs IVV

ADFIP

BIVV

Measures won3–2DFIP wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · SGOV $12,092

Lowest cost0.03%IVV · $3 on $10k

Most income5.36%DFIP · $536 on $10k

Smallest drop0.0%SGOV · worst fall in 1Y

Held in common[…]DFIP and IVV

Dimensional - Inflation-Protected Securities ETF · $1.1BiShares Core S&P 500 ETF · $872B

+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%

#
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%	$871.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	ADFIP	Dimensional - Inflation-Protected Securities ETFRead Desk	0.11%	5.36%	−0.7%	−1.0%	−1.2%	+3.9%	new	−4.3%	$1.1B

#
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%	$871.7B
2	SGOV	iShares 0-3 Month Treasury Bond ETFRead Desk	0.09%	3.63%	0.0%	+3.2%	+3.8%	+4.5%	+3.9%	0.0%	$116.5B
3	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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