DFUS vs VTI

ADFUS

BVTI

Measures won2–4VTI wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · DFUS $16,889

Lowest cost0.03%VTI · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common89.9%DFUS and VTI

DFUS

VTI

Dimensional U.S. Equity ETF · $20.8BVanguard Morningstar Total Stock Market ETF · $689B

+22.1%3 years · per year$18,189 · $18,113+21.9%

+11.1%5 years · per year$16,889 · $16,332+10.3%

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

0.90%12-mo yield$90 · $110 on $10k1.10%

−9.0%Worst dropSmaller wins−8.9%

13.9%VolatilityLower wins13.7%

2–4VTI wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUS · VTI

6.9%AAPL6.6%

6.3%NVDA7.1%

5.7%MSFT5.2%

3.7%AMZN3.3%

Held in common89.9%

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

All Three

5Y3 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$20.8B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

End-of-day Nov 5, 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%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	ADFUS	Dimensional U.S. Equity ETFRead Desk	0.09%	0.90%	−4.4%	+8.5%	+9.9%	+22.1%	+11.1%	−9.0%	$20.8B
3	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B

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 VTI

DFUS

Dimensional U.S. Equity

$16,889

VTI

Vanguard Morningstar Total Stock Market

$16,332

MeasureDFUSVTI

Fee0.09%0.03%

Cost on $10k a year$9$3

Yield0.90%1.10%

5 years, per year+11.1%+10.3%

3 years, per year+22.1%+21.9%

Worst drop · 1Y−9.0%−8.9%

Volatility · 1Y13.9%13.7%

4–2measures won
VTI first

89.9%

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

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$850B

0–0level

End-of-day Nov 5, 2026

Overlap: DFUS, VTI, IVV

Today

90.5%most shared, DFUS and IVV

DFUSVTIIVV

DFUS—89.9%90.5%

VTI89.9%—86.5%

IVV90.5%86.5%—

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

VTI$110 − $3 = $107

DFUS$90 − $9 = $81

KeptFee

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