IVV vs DFAS

AIVV

BDFAS

Measures won6–0IVV wins · of 6 · 5Y

$10,000 · 5Y$17,156VOO · IVV $17,151

Lowest cost0.03%IVV · $3 on $10k

Most income1.14%IVV · $114 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

+22.1%3 years · per year$18,221 · $16,215+17.5%

+11.4%5 years · per year$17,151 · $13,932+6.9%

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

1.14%12-mo yield$114 · $104 on $10k1.04%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins15.8%

6–0IVV wins

$10,000 · 5 yearsAll three, one 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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−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

All Three

5Y3 funds

#
1	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
2	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
3	BDFAS	Dimensional - US Small Cap ETFRead Desk	0.30%	1.04%	−3.8%	+12.6%	+17.3%	+17.5%	+6.9%	−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

$17,152

DFAS

Dimensional - US Small Cap

$13,932

MeasureIVVDFAS

Fee0.03%0.30%

Cost on $10k a year$3$30

Yield1.14%1.04%

5 years, per year+11.4%+6.9%

3 years, per year+22.1%+17.5%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%15.8%

6–0measures won
IVV first

1.0%

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

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, DFAS, VOO

Today

93.5%most shared, IVV and VOO

IVVDFASVOO

IVV—1.0%93.5%

DFAS1.0%—0.9%

VOO93.5%0.9%—

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

VOO$110 − $3 = $107

DFAS$104 − $30 = $74

KeptFee

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