DFUS vs IVV

ADFUS

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · DFUS $16,889

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common90.5%DFUS and IVV

DFUS

IVV

Dimensional U.S. Equity ETF · $21.8BiShares Core S&P 500 ETF · $887B

+22.1%3 years · per year$18,189 · $18,221+22.1%

+11.1%5 years · per year$16,889 · $17,151+11.4%

0.09%Expense ratio$9 · $3 on $10k · lower wins0.03%

0.90%12-mo yield$90 · $114 on $10k1.14%

−9.0%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.6%

0–5IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUS · IVV

6.9%AAPL7.7%

6.3%NVDA7.3%

5.7%MSFT6.2%

3.7%AMZN3.9%

Held in common90.5%

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

Both

5Y2 funds

#			Trend
1	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
2	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$21.8B

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk		0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$21.8B

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

DFUS vs IVV

DFUS

Dimensional U.S. Equity

$16,889

IVV

iShares Core S&P 500

$17,152

MeasureDFUSIVV

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.90%1.14%

5 years, per year+11.1%+11.4%

3 years, per year+22.1%+22.1%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.9%13.6%

5–0measures won
IVV first

90.5%

holdings shared

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

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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

Overlap: DFUS, IVV

Today

90.5%most shared, DFUS and IVV

DFUSIVV

DFUS—90.5%

IVV90.5%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DFUS$90 − $9 = $81

KeptFee

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