IVV vs DFAS

AIVV

BDFAS

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · DFAS $13,932

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

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

Held in common1.0%IVV and DFAS

IVV

DFAS

iShares Core S&P 500 ETF · $887BDimensional - US Small Cap ETF · $35.2B

+24.2%3 years · per year$19,178 · $16,976+19.3%

+12.6%5 years · per year$18,118 · $14,758+8.1%

0.03%Expense ratio$3 · $30 on $10k · lower wins0.30%

1.09%12-mo yield$109 · $100 on $10k1.00%

−8.9%Worst dropSmaller wins−9.4%

12.9%VolatilityLower wins15.3%

6–0IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · DFAS

0.0%SWKS0.3%

0.0%SWK0.2%

0.0%RVTY0.1%

0.0%HAS0.2%

Held in common1.0%

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

Both

5Y2 funds

#			Trend
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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

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

Both

5Y2 funds

#			Trend
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	BDFAS	Dimensional - US Small Cap ETFRead Desk		0.30%	1.00%	+1.2%	+17.0%	+20.4%	+19.3%	+8.1%	−9.4%	$35.2B

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 DFAS

IVV

iShares Core S&P 500

$18,118

DFAS

Dimensional - US Small Cap

$14,758

MeasureIVVDFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.09%1.00%

5 years, per year+12.6%+8.1%

3 years, per year+24.2%+19.3%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y12.9%15.3%

6–0measures won
IVV first

1.0%

holdings shared

Nov 5, 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 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 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 5, 2026

Overlap: IVV, DFAS

Today

1.0%most shared, IVV and DFAS

IVVDFAS

IVV—1.0%

DFAS1.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

DFAS$100 − $30 = $70

KeptFee

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