DFSV vs VTI

ADFSV

BVTI

Measures won1–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VTI $16,697

Lowest cost0.03%VTI · $3 on $10k

Most income1.38%DFSV · $138 on $10k

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

Held in common2.7%DFSV and VTI

DFSV

VTI

U.S. Small Cap Value Portfolio ETF Class Shares · $27.7BVanguard Morningstar Total Stock Market ETF · $689B

+18.3%3 years · per year$16,566 · $18,090+21.8%

[…]5 years · per year[…] · $16,697+10.8%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

1.38%12-mo yield$138 · $106 on $10k1.06%

−9.4%Worst dropSmaller wins−8.9%

15.2%VolatilityLower wins13.9%

1–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSV · VTI

0.0%SNX0.0%

0.4%WCC0.0%

0.6%DINO0.0%

0.0%RVTY0.0%

Held in common2.7%

End-of-day Nov 9, 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	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	+2.4%	+20.8%	+28.4%	+18.3%	new	−9.4%	$27.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$875.2B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	+2.5%	+11.6%	+13.9%	+21.8%	+10.8%	−8.9%	$689.2B
3	ADFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk	0.31%	1.38%	+2.4%	+20.8%	+28.4%	+18.3%	new	−9.4%	$27.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFSV vs VTI

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,697

MeasureDFSVVTI

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.38%1.06%

5 years, per year[…]+10.8%

3 years, per year+18.3%+21.8%

Worst drop · 1Y−9.4%−8.9%

Volatility · 1Y15.2%13.9%

4–1measures won
VTI first

2.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.6B

2–0VTI wins

End-of-day Nov 9, 2026

VOO vs IVV

YTD

VanguardVOO

+11.3%

IVViShares

+11.3%

+11.3%Year to date+11.3%

1.1%Yield1.1%

$1.00TAssets$875B

0–0level

End-of-day Nov 9, 2026

Overlap: DFSV, VTI, IVV

Today

86.0%most shared, VTI and IVV

DFSVVTIIVV

DFSV—2.7%0.4%

VTI2.7%—86.0%

IVV0.4%86.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$108most kept, IVV

IVV$111 − $3 = $108

DFSV$138 − $31 = $107

VTI$106 − $3 = $103

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee