DFVX vs FELV

ADFVX

BFELV

Measures won0–4FELV wins · of 6 · 5Y

$10,000 · 5Y$17,747IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.38%FELV · $138 on $10k

Smallest drop−6.8%FELV · worst fall in 1Y

Held in common43.7%DFVX and FELV

DFVX

FELV

Dimensional US Large Cap Vector ETF · $549MFidelity Enhanced Large Cap Value ETF · $3.4B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.19%Expense ratio$19 · $18 on $10k · lower wins0.18%

1.12%12-mo yield$112 · $138 on $10k1.38%

−7.2%Worst dropSmaller wins−6.8%

11.0%VolatilityLower wins10.7%

0–4FELV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFVX · FELV

4.9%AMZN5.8%

6.1%MSFT4.4%

2.4%JPM2.6%

2.5%XOM2.0%

Held in common43.7%

End-of-day Nov 3, 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%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
2	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.12%	0.0%	+14.8%	+17.1%	new	new	−7.2%	$549M
3	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.38%	−0.1%	+25.5%	+29.5%	new	new	−6.8%	$3.4B

End-of-day Nov 3, 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%	+0.3%	+11.6%	+11.9%	+24.1%	+12.2%	−8.9%	$872.0B
2	ADFVX	Dimensional US Large Cap Vector ETFRead Desk	0.19%	1.12%	0.0%	+14.8%	+17.1%	new	new	−7.2%	$549M
3	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.38%	−0.1%	+25.5%	+29.5%	new	new	−6.8%	$3.4B

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

Cards for this view

DFVX vs FELV

DFVX

Dimensional US Large Cap Vector

[…]

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

MeasureDFVXFELV

Fee0.19%0.18%

Cost on $10k a year$19$18

Yield1.12%1.38%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−7.2%−6.8%

Volatility · 1Y11.0%10.7%

4–0measures won
FELV first

43.7%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

Overlap: DFVX, FELV, IVV

Today

54.1%most shared, DFVX and IVV

DFVXFELVIVV

DFVX—43.7%54.1%

FELV43.7%—46.3%

IVV54.1%46.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, FELV

FELV$138 − $18 = $120

IVV$111 − $3 = $108

DFVX$112 − $19 = $93

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee