IVV vs DFIC

AIVV

BDFIC

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV · VTI $16,375

Lowest cost0.03%IVV · $3 on $10k

Most income2.58%DFIC · $258 on $10k

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

Held in common0.2%IVV and DFIC

IVV

DFIC

iShares Core S&P 500 ETF · $853BDimensional - International Core Equity 2 ETF · $15.1B

+21.8%3 years · per year$18,084 · $17,634+20.8%

+11.4%5 years · per year$17,177 · […][…]

0.03%Expense ratio$3 · $22 on $10k · lower wins0.22%

1.14%12-mo yield$114 · $258 on $10k2.58%

−8.9%Worst dropSmaller wins−11.0%

13.6%VolatilityLower wins14.9%

4–1IVV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DFIC

0.3%C0.2%

0.4%GS0.0%

Held in common0.2%

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 Three

5Y3 funds

#
1	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
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BDFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.58%	−0.8%	+9.3%	+15.7%	+20.8%	new	−11.0%	$15.1B

End-of-day Nov 6, 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%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$852.9B
2	VTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
3	BDFIC	Dimensional - International Core Equity 2 ETFRead Desk	0.22%	2.58%	−0.8%	+9.3%	+15.7%	+20.8%	new	−11.0%	$15.1B

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 DFIC

IVV

iShares Core S&P 500

$17,177

DFIC

Dimensional - International Core Equity 2

[…]

MeasureIVVDFIC

Fee0.03%0.22%

Cost on $10k a year$3$22

Yield1.14%2.58%

5 years, per year+11.4%[…]

3 years, per year+21.8%+20.8%

Worst drop · 1Y−8.9%−11.0%

Volatility · 1Y13.6%14.9%

4–1measures won
IVV first

0.2%

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: IVV, DFIC, VTI

Today

85.5%most shared, IVV and VTI

IVVDFICVTI

IVV—0.2%85.5%

DFIC0.2%—0.2%

VTI85.5%0.2%—

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

Income After Fees on $10,000

$236most kept, DFIC

DFIC$258 − $22 = $236

IVV$114 − $3 = $111

VTI$109 − $3 = $106

KeptFee

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