DFSI vs IVV

ADFSI

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 common0.3%DFSI and IVV

Dimensional International Sustainability Core 1 ETF · $1.2BiShares Core S&P 500 ETF · $872B

+19.6%3 years · per year$17,103 · $18,122+21.9%

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

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

2.26%12-mo yield$226 · $110 on $10k

Cards for this view

DFSI

Dimensional International Sustainability Core 1

[…]

IVV

iShares Core S&P 500

$17,530

MeasureDFSIIVV

Fee0.24%0.03%

Cost on $10k a year$24$3

Yield2.26%1.10%

5 years, per year[…]+11.9%

3 years, per year+19.6%+21.9%

Worst drop · 1Y−12.3%−8.9%

Volatility · 1Y16.2%

#
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%	$871.7B
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%	$144.9B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.26%	+0.1%	+9.0%	+13.2%	+19.6%	new	−12.3%	$1.2B

#
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%	$871.7B
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%	$144.9B
3	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.26%	+0.1%	+9.0%	+13.2%	+19.6%	new	−12.3%	$1.2B

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