DFIS vs IVV

ADFIS

BIVV

Measures won1–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · IEMG $13,919

Lowest cost0.03%IVV · $3 on $10k

Most income2.38%IEMG · $238 on $10k

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

Held in common0.0%DFIS and IVV

Dimensional - International Small Cap ETF · $5.8BiShares Core S&P 500 ETF · $883B

+20.8%3 years · per year$17,635 · $18,122+21.9%

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

0.39%Expense ratio$39 · $3 on $10k · lower wins0.03%

2.21%12-mo yield$221 · $110 on $10k

Cards for this view

DFIS

Dimensional - International Small Cap

[…]

IVV

iShares Core S&P 500

$17,530

MeasureDFISIVV

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield2.21%1.10%

5 years, per year[…]+11.9%

3 years, per year+20.8%+21.9%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y15.9%

#
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	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+0.2%	+10.9%	+16.6%	+20.8%	new	−12.5%	$5.8B

#
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	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+0.2%	+10.9%	+16.6%	+20.8%	new	−12.5%	$5.8B

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