IVV vs DFAS

AIVV

BDFAS

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 on $10k

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

Held in common1.0%IVV and DFAS

IVV

DFAS

iShares Core S&P 500 ETF · $850BDimensional - US Small Cap ETF · $33.8B

+21.8%3 years · per year$18,084 · $16,130+17.3%

+11.4%5 years · per year$17,177 · $13,927+6.8%

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

1.14%12-mo yield$114 · $103 on $10k1.03%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins15.7%

6–0IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · DFAS

0.0%SWKS0.3%

0.0%SWK0.2%

0.0%HAS0.2%

0.0%RVTY0.1%

Held in common1.0%

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

End-of-day Nov 6, 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%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
2	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B
3	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$818.5B
4	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.03%	+0.1%	+12.7%	+15.9%	+17.3%	+6.8%	−9.4%	$33.8B

End-of-day Nov 6, 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

$17,177

DFAS

Dimensional - US Small Cap

$13,927

MeasureIVVDFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.14%1.03%

5 years, per year+11.4%+6.8%

3 years, per year+21.8%+17.3%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%15.7%

6–0measures won
IVV first

1.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVV, DFAS, SPY, VOO

Today

99.9%most shared, IVV and SPY

IVVDFASSPYVOO

IVV—1.0%99.9%92.2%

DFAS1.0%—1.0%0.9%

SPY99.9%1.0%—92.2%

VOO92.2%0.9%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

SPY$103 − $9 = $94

DFAS$103 − $30 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee