IVV vs DFAT

AIVV

BDFAT

Measures won5–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,151IVV · VTI $16,332

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 · $850BDimensional - US Targeted Value ETF · $31.1B

+22.1%3 years · per year$18,221 · $16,661+18.5%

+11.4%5 years · per year$17,151 · $15,974+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 wins14.7%

5–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DFAT

0.0%VTRS0.1%

0.0%PTC0.1%

0.0%SWKS0.3%

0.0%SWK0.5%

Held in common0.7%

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B

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	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$850.0B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.9%	+21.9%	+10.3%	−8.9%	$689.2B
3	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B

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 DFAT

IVV

iShares Core S&P 500

$17,152

DFAT

Dimensional - US Targeted Value

$15,974

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+22.1%+18.5%

Worst drop · 1Y−8.9%−9.6%

Volatility · 1Y13.6%14.7%

5–1measures won
IVV first

0.7%

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$819B

2–0SPYM wins

End-of-day Nov 5, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.4%

ITOTiShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$689BAssets$92.8B

0–0level

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 5, 2026

Overlap: IVV, DFAT, VTI

Today

86.5%most shared, IVV and VTI

IVVDFATVTI

IVV—0.7%86.5%

DFAT0.7%—3.8%

VTI86.5%3.8%—

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

VTI$110 − $3 = $107

DFAT$135 − $31 = $104

KeptFee

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