DFSU vs IVV

ADFSU

BIVV

Measures won0–4IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common67.9%DFSU and IVV

DFSU

IVV

Dimensional - US Sustainability Core 1 ETF · $2.4BiShares Core S&P 500 ETF · $872B

+20.6%3 years · per year$17,549 · $17,934+21.5%

[…]5 years · per year[…] · $17,414+11.7%

0.15%Expense ratio$15 · $3 on $10k · lower wins0.03%

0.83%12-mo yield$83 · $111 on $10k1.11%

−10.1%

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

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.83%	−0.4%	+10.5%	+13.2%	+20.6%	new	−10.1%	$2.4B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$871.7B
2	ADFSU	Dimensional - US Sustainability Core 1 ETFRead Desk		0.15%	0.83%	−0.4%	+10.5%	+13.2%	+20.6%	new	−10.1%	$2.4B

End-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSU vs IVV

DFSU

Dimensional - US Sustainability Core 1

[…]

IVV

iShares Core S&P 500

$17,414

MeasureDFSUIVV

Fee0.15%0.03%

Cost on $10k a year$15$3

Yield0.83%1.11%

5 years, per year[…]+11.7%

3 years, per year+20.6%+21.5%

Worst drop · 1Y−10.1%−8.9%

Volatility · 1Y13.8%

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DFSU vs IVV

Both

Both

$10,000 in DFSU, IVV

Overlap: DFSU, IVV

DFSU vs IVV

SPYM vs SPY

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Overlap: DFSU, IVV

Income After Fees on $10,000