IVV vs DFAC

AIVV

BDFAC

Measures won4–2IVV wins · of 6 · 5Y

$10,000 · 5Y$17,543VOO · SPY $17,493

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 common69.0%IVV and DFAC

IVV

DFAC

iShares Core S&P 500 ETF · $853BDimensional - US Core Equity 2 ETF · $85.6B

+21.8%3 years · per year$18,084 · $17,839+21.3%

+11.4%5 years · per year$17,177 · $16,869+11.0%

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

1.14%12-mo yield$114 · $88 on $10k0.88%

−8.9%Worst dropSmaller wins−8.5%

13.6%VolatilityLower wins13.1%

4–2IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · DFAC

7.9%AAPL5.9%

6.3%MSFT5.0%

6.9%NVDA4.8%

4.0%AMZN2.7%

Held in common69.0%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.7%	+14.4%	+18.1%	+21.3%	+11.0%	−8.5%	$85.6B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
2	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.01%	+2.4%	+11.2%	+13.5%	+21.9%	+11.8%	−8.9%	$777.9B
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
4	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.7%	+14.4%	+18.1%	+21.3%	+11.0%	−8.5%	$85.6B

End-of-day Nov 9, 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

$17,177

DFAC

Dimensional - US Core Equity 2

$16,869

MeasureIVVDFAC

Fee0.03%0.21%

Cost on $10k a year$3$21

Yield1.14%0.88%

5 years, per year+11.4%+11.0%

3 years, per year+21.8%+21.3%

Worst drop · 1Y−8.9%−8.5%

Volatility · 1Y13.6%13.1%

4–2measures won
IVV first

69.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: IVV, DFAC, VOO, SPY

Today

99.9%most shared, IVV and SPY

IVVDFACVOOSPY

IVV—69.0%92.2%99.9%

DFAC69.0%—67.3%69.0%

VOO92.2%67.3%—92.2%

SPY99.9%69.0%92.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$107 − $3 = $104

SPY$101 − $9 = $92

DFAC$88 − $21 = $67

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee