IVV vs DFAC

AIVV

BDFAC

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · SPY $17,099

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

Smallest drop−8.5%DFAC · worst fall in 1Y

Held in common69.1%IVV and DFAC

IVV

DFAC

iShares Core S&P 500 ETF · $887BDimensional - US Core Equity 2 ETF · $89.2B

+22.1%3 years · per year$18,221 · $17,812+21.2%

+11.4%5 years · per year$17,151 · $16,526+10.6%

0.03%Expense ratio$3 · $21 on $10k · lower wins0.21%

1.14%12-mo yield$114 · $90 on $10k0.90%

−8.9%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins12.9%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DFAC

7.7%AAPL5.8%

7.3%NVDA5.1%

6.2%MSFT5.0%

3.9%AMZN2.7%

Held in common69.1%

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	−4.4%	+8.3%	+9.7%	+22.0%	+11.3%	−8.9%	$804.8B
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	−4.0%	+11.2%	+14.3%	+21.2%	+10.6%	−8.5%	$89.2B

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

IVV vs DFAC

IVV

iShares Core S&P 500

$17,152

DFAC

Dimensional - US Core Equity 2

$16,526

MeasureIVVDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.14%0.90%

5 years, per year+11.4%+10.6%

3 years, per year+22.1%+21.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.6%12.9%

4–2measures won
IVV first

69.1%

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$805B

2–0SPYM wins

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$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IVV, DFAC, SPY

Today

99.9%most shared, IVV and SPY

IVVDFACSPY

IVV—69.1%99.9%

DFAC69.1%—69.1%

SPY99.9%69.1%—

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

SPY$103 − $9 = $94

DFAC$90 − $21 = $69

KeptFee

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