DFSB vs IVV

ADFSB

BIVV

Measures won3–2DFSB wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income5.40%DFSB · $540 on $10k

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

Held in common[…]DFSB and IVV

DFSB

IVV

Dimensional - Global Sustainability Fixed Income ETF · $770MiShares Core S&P 500 ETF · $887B

+5.9%3 years · per year$11,881 · $18,221+22.1%

[…]5 years · per year[…] · $17,151+11.4%

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

5.40%12-mo yield$540 · $114 on $10k1.14%

−3.9%Worst dropSmaller wins−8.9%

4.3%VolatilityLower wins13.6%

3–2DFSB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSB · IVV

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 5, 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	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.40%	+0.2%	+1.1%	+0.8%	+5.9%	new	−3.9%	$770M

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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
3	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk	0.24%	5.40%	+0.2%	+1.1%	+0.8%	+5.9%	new	−3.9%	$770M

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

Cards for this view

DFSB vs IVV

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

IVV

iShares Core S&P 500

$17,151

MeasureDFSBIVV

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield5.40%1.14%

5 years, per year[…]+11.4%

3 years, per year+5.9%+22.1%

Worst drop · 1Y−3.9%−8.9%

Volatility · 1Y4.3%13.6%

3–2measures won
DFSB first

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFSB, IVV, VOO

Today

93.5%most shared, IVV and VOO

DFSBIVVVOO

DFSB—[…][…]

IVV[…]—93.5%

VOO[…]93.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$516most kept, DFSB

DFSB$540 − $24 = $516

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee