IVV vs DFAT

AIVV

BDFAT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177VOO · IVV $17,177

Lowest cost0.03%IVV · $3 on $10k

Most income1.35%DFAT · $135 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 · $853BDimensional - US Targeted Value ETF · $30.8B

+21.8%3 years · per year$18,084 · $16,470+18.1%

+11.4%5 years · per year$17,177 · $15,924+9.8%

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

1.14%12-mo yield$114 · $135 on $10k1.35%

−8.9%Worst dropSmaller wins−9.6%

13.6%VolatilityLower wins14.6%

5–1IVV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIVV · DFAT

0.0%VTRS0.0%

0.0%SWKS0.4%

0.0%BALL0.7%

0.0%SWK0.5%

Held in common0.7%

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%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

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%	$852.9B
3	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
4	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B

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 DFAT

IVV

iShares Core S&P 500

$17,177

DFAT

Dimensional - US Targeted Value

$15,924

MeasureIVVDFAT

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.14%1.35%

5 years, per year+11.4%+9.8%

3 years, per year+21.8%+18.1%

Worst drop · 1Y−8.9%−9.6%

Volatility · 1Y13.6%14.6%

5–1measures won
IVV first

0.7%

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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

Overlap: IVV, DFAT, VOO, VUG

Today

92.2%most shared, IVV and VOO

IVVDFATVOOVUG

IVV—0.7%92.2%54.8%

DFAT0.7%—0.7%0.0%

VOO92.2%0.7%—58.2%

VUG54.8%0.0%58.2%—

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

DFAT$135 − $31 = $104

VUG$42 − $3 = $39

KeptFee

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