DSI vs IVV

ADSI

BIVV

Measures won0–6IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · DSI $16,269

Lowest cost0.03%IVV · $3 on $10k

Most income1.10%IVV · $110 on $10k

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

Held in common52.0%DSI and IVV

iShares ESG MSCI KLD 400 ETF · $5.3BiShares Core S&P 500 ETF · $883B

+20.9%3 years · per year$17,686 · $18,122+21.9%

+10.2%5 years · per year$16,269 · $17,530+11.9%

0.25%Expense ratio$25 · $3 on $10k · lower wins0.03%

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

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	ADSI	iShares ESG MSCI KLD 400 ETFRead Desk		0.25%	0.90%	+1.4%	+10.7%	+10.9%	+20.9%	+10.2%	−11.1%	$5.3B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	ADSI	iShares ESG MSCI KLD 400 ETFRead Desk		0.25%	0.90%	+1.4%	+10.7%	+10.9%	+20.9%	+10.2%	−11.1%	$5.3B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DSI

iShares ESG MSCI KLD 400

$16,269

IVV

iShares Core S&P 500

$17,530

Loading…