DFIS vs VTI

ADFIS

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%VTI · $3 on $10k

Most income2.27%DFIS · $227 on $10k

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

Held in common0.1%DFIS and VTI

DFIS

VTI

Dimensional - International Small Cap ETF · $5.7BVanguard Morningstar Total Stock Market ETF · $689B

+21.0%3 years · per year$17,712 · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

2.27%12-mo yield$227 · $109 on $10k1.09%

−12.5%Worst dropSmaller wins−8.9%

15.8%VolatilityLower wins13.7%

1–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIS · VTI

0.0%IP0.0%

0.1%CDE0.0%

0.0%RGLD0.0%

0.0%SUPN0.0%

Held in common0.1%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIS vs VTI

DFIS

Dimensional - International Small Cap

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureDFISVTI

Fee0.39%0.03%

Cost on $10k a year$39$3

Yield2.27%1.09%

5 years, per year[…]+10.4%

3 years, per year+21.0%+21.7%

Worst drop · 1Y−12.5%−8.9%

Volatility · 1Y15.8%13.7%

4–1measures won
VTI first

0.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: DFIS, VTI, IVV

Today

85.5%most shared, VTI and IVV

DFISVTIIVV

DFIS—0.1%0.0%

VTI0.1%—85.5%

IVV0.0%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$188most kept, DFIS

DFIS$227 − $39 = $188

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee