DFUS vs IVV

ADFUS

BIVV

Measures won0–5IVV wins · of 6 · 5Y

$10,000 · 5Y$17,509QQQ · IVV $17,177

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 · $20.9BiShares Core S&P 500 ETF · $853B

+21.8%3 years · per year$18,067 · $18,084+21.8%

+11.1%5 years · per year$16,904 · $17,177+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 yearsAll three, one scale

Shared top holdingsDFUS · IVV

7.1%AAPL7.9%

6.0%NVDA6.9%

5.7%MSFT6.3%

3.8%AMZN4.0%

Held in common90.5%

End-of-day Nov 6, 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	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	QQQ	Invesco QQQ Trust, Series 1Read Desk	0.18%	0.47%	+1.4%	+7.2%	+5.8%	+23.2%	+11.9%	−14.8%	$469.3B
2	BIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
3	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	+0.3%	+8.8%	+9.8%	+21.8%	+11.1%	−9.0%	$20.9B

End-of-day Nov 6, 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

$16,904

IVV

iShares Core S&P 500

$17,177

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+21.8%+21.8%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.9%13.6%

5–0measures won
IVV first

90.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

QQQM vs QQQ

YTD

InvescoQQQM

+7.2%

QQQInvesco

+7.2%

+7.2%Year to date+7.2%

0.15% · $15Fee · on $10k a year0.18% · $18

$107BAssets$469B

1–0QQQM wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: DFUS, IVV, QQQ

Today

90.5%most shared, DFUS and IVV

DFUSIVVQQQ

DFUS—90.5%47.9%

IVV90.5%—52.1%

QQQ47.9%52.1%—

End-of-day Nov 6, 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

QQQ$47 − $18 = $29

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee