DFVX vs IVV

ADFVX

BIVV

Measures won3–1DFVX wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%DFVX · $110 on $10k

Smallest drop−7.2%DFVX · worst fall in 1Y

Held in common54.4%DFVX and IVV

DFVX

IVV

Dimensional US Large Cap Vector ETF · $549MiShares Core S&P 500 ETF · $872B

[…]3 years · per year[…] · $19,178+24.2%

[…]5 years · per year[…] · $18,118+12.6%

0.19%Expense ratio$19 · $3 on $10k · lower wins0.03%

1.10%12-mo yield$110 · $109 on $10k1.09%

−7.2%Worst dropSmaller wins−8.9%

11.1%VolatilityLower wins12.9%

3–1DFVX wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFVX · IVV

6.3%MSFT5.9%

5.0%AMZN3.8%

2.4%GOOGL2.5%

4.4%META2.1%

Held in common54.4%

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	ADFVX	Dimensional US Large Cap Vector ETFRead Desk		0.19%	1.10%	+1.8%	+16.8%	+19.6%	new	new	−7.2%	$549M

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	ADFVX	Dimensional US Large Cap Vector ETFRead Desk		0.19%	1.10%	+1.8%	+16.8%	+19.6%	new	new	−7.2%	$549M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFVX vs IVV

DFVX

Dimensional US Large Cap Vector

[…]

IVV

iShares Core S&P 500

$18,118

MeasureDFVXIVV

Fee0.19%0.03%

Cost on $10k a year$19$3

Yield1.10%1.09%

5 years, per year[…]+12.6%

3 years, per year[…]+24.2%

Worst drop · 1Y−7.2%−8.9%

Volatility · 1Y11.1%12.9%

2–1measures won
DFVX first

54.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

Overlap: DFVX, IVV

Today

54.4%most shared, DFVX and IVV

DFVXIVV

DFVX—54.4%

IVV54.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

DFVX$110 − $19 = $91

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee