DFSD vs IVV

ADFSD

BIVV

Measures won3–2DFSD wins · of 6 · 5Y

$10,000 · 5Y$17,806QQQ · IVV $17,398

Lowest cost0.03%IVV · $3 on $10k

Most income4.53%DFSD · $453 on $10k

Smallest drop−1.7%DFSD · worst fall in 1Y

Held in common[…]DFSD and IVV

Dimensional - Short Duration Fixed Income ETF · $7.4BiShares Core S&P 500 ETF · $883B

+4.7%3 years · per year$11,466 · $18,019+21.7%

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

0.17%Expense ratio$17 · $3 on $10k · lower wins0.03%

4.53%12-mo yield$453 · $110 on $10k

Cards for this view

DFSD

Dimensional - Short Duration Fixed Income

[…]

IVV

iShares Core S&P 500

$17,398

MeasureDFSDIVV

Fee0.17%0.03%

Cost on $10k a year$17$3

Yield4.53%1.10%

5 years, per year[…]+11.7%

3 years, per year+4.7%+21.7%

Worst drop · 1Y−1.7%−8.9%

Volatility · 1Y2.2%

#
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	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

#
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	ADFSD	Dimensional - Short Duration Fixed Income ETFRead Desk	0.17%	4.53%	−0.3%	+0.5%	+1.0%	+4.7%	new	−1.7%	$7.4B

Loading…