DFUS vs VOO

ADFUS

BVOO

Measures won0–5VOO wins · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%VOO · $3 on $10k

Most income1.11%IVV · $111 on $10k

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

Held in common87.1%DFUS and VOO

DFUS

VOO

Dimensional U.S. Equity ETF · $21.5BVanguard S&P 500 ETF · $1.00T

+22.0%3 years · per year$18,179 · $18,159+22.0%

+11.6%5 years · per year$17,273 · $17,543+11.9%

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

0.88%12-mo yield$88 · $107 on $10k1.07%

−9.0%Worst dropSmaller wins−8.9%

14.1%VolatilityLower wins13.7%

0–5VOO wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFUS · VOO

7.0%AAPL7.4%

6.2%NVDA8.4%

5.6%MSFT5.8%

3.8%AMZN3.7%

Held in common87.1%

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 Four

5Y4 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+2.6%	+11.6%	+13.9%	+22.0%	+11.6%	−9.0%	$21.5B

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

All Four

5Y4 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	BVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
4	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.88%	+2.6%	+11.6%	+13.9%	+22.0%	+11.6%	−9.0%	$21.5B

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

DFUS vs VOO

DFUS

Dimensional U.S. Equity

$17,273

VOO

Vanguard S&P 500

$17,543

MeasureDFUSVOO

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.88%1.07%

5 years, per year+11.6%+11.9%

3 years, per year+22.0%+22.0%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y14.1%13.7%

5–0measures won
VOO first

87.1%

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFUS, VOO, IVV, SPY

Today

99.9%most shared, IVV and SPY

DFUSVOOIVVSPY

DFUS—87.1%90.4%90.4%

VOO87.1%—92.7%92.7%

IVV90.4%92.7%—99.9%

SPY90.4%92.7%99.9%—

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

VOO$107 − $3 = $104

SPY$101 − $9 = $92

DFUS$88 − $9 = $79

KeptFee

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