IVV vs DFAC

AIVV

BDFAC

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common68.9%IVV and DFAC

IVV

DFAC

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

+24.2%3 years · per year$19,178 · $18,682+23.2%

+12.6%5 years · per year$18,118 · $17,417+11.7%

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

1.09%12-mo yield$109 · $87 on $10k0.87%

−8.9%Worst dropSmaller wins−8.5%

12.9%VolatilityLower wins12.3%

4–2IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DFAC

7.4%AAPL5.6%

7.7%NVDA5.3%

5.9%MSFT4.8%

3.8%AMZN2.6%

Held in common68.9%

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

All Three

5Y3 funds

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

End-of-day Nov 4, 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%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$886.8B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.05%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B

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

IVV vs DFAC

IVV

iShares Core S&P 500

$18,118

DFAC

Dimensional - US Core Equity 2

$17,417

MeasureIVVDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.09%0.87%

5 years, per year+12.6%+11.7%

3 years, per year+24.2%+23.2%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y12.9%12.3%

4–2measures won
IVV first

68.9%

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%

$182BAssets$805B

1–0SPYM wins

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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: IVV, DFAC, VOO

Today

94.5%most shared, IVV and VOO

IVVDFACVOO

IVV—68.9%94.5%

DFAC68.9%—67.6%

VOO94.5%67.6%—

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

VOO$105 − $3 = $102

DFAC$87 − $21 = $66

KeptFee

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