IVV vs DFAT

AIVV

BDFAT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VOO $18,115

Lowest cost0.03%IVV · $3 on $10k

Most income1.31%DFAT · $131 on $10k

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

Held in common0.7%IVV and DFAT

IVV

DFAT

iShares Core S&P 500 ETF · $887BDimensional - US Targeted Value ETF · $32.1B

+24.2%3 years · per year$19,178 · $17,261+20.0%

+12.6%5 years · per year$18,118 · $16,744+10.9%

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.09%12-mo yield$109 · $131 on $10k1.31%

−8.9%Worst dropSmaller wins−9.6%

12.9%VolatilityLower wins14.3%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DFAT

0.0%VTRS0.1%

0.0%PTC0.1%

0.0%SWKS0.4%

0.0%RVTY0.5%

Held in common0.7%

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	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

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	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

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 DFAT

IVV

iShares Core S&P 500

$18,118

DFAT

Dimensional - US Targeted Value

$16,744

MeasureIVVDFAT

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.09%1.31%

5 years, per year+12.6%+10.9%

3 years, per year+24.2%+20.0%

Worst drop · 1Y−8.9%−9.6%

Volatility · 1Y12.9%14.3%

5–1measures won
IVV first

0.7%

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, DFAT, VOO

Today

94.5%most shared, IVV and VOO

IVVDFATVOO

IVV—0.7%94.5%

DFAT0.7%—0.7%

VOO94.5%0.7%—

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

DFAT$131 − $31 = $100

KeptFee

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