DFSB vs IVV

ADFSB

BIVV

Measures won3–2DFSB wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · IVV $17,398

Lowest cost0.03%IVV · $3 on $10k

Most income5.45%DFSB · $545 on $10k

Smallest drop−3.9%DFSB · worst fall in 1Y

Held in common[…]DFSB and IVV

Dimensional - Global Sustainability Fixed Income ETF · $776MiShares Core S&P 500 ETF · $883B

+4.9%3 years · per year$11,533 · $18,019+21.7%

[…]5 years · per year[…] · $17,398+11.7%

0.24%Expense ratio$24 · $3 on $10k · lower wins0.03%

5.45%12-mo yield$545 · $110 on $10k

Cards for this view

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

IVV

iShares Core S&P 500

$17,398

MeasureDFSBIVV

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield5.45%1.10%

5 years, per year[…]+11.7%

3 years, per year+4.9%+21.7%

Worst drop · 1Y−3.9%−8.9%

Volatility · 1Y4.3%

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.45%	−0.5%	+0.1%	−0.3%	+4.9%	new	−3.9%	$776M

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.45%	−0.3%	+12.4%	+11.2%	+23.4%	+12.2%	−14.8%	$464.0B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$882.8B
3	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.45%	−0.5%	+0.1%	−0.3%	+4.9%	new	−3.9%	$776M

Loading…