IVV vs DFIS

AIVV

BDFIS

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,414IVV · VEA $15,497

Lowest cost0.03%IVV · $3 on $10k

Most income2.44%VEA · $244 on $10k

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

Held in common0.0%IVV and DFIS

iShares Core S&P 500 ETF · $875BDimensional - International Small Cap ETF · $5.8B

+21.5%3 years · per year$17,934 · $17,446+20.4%

+11.7%5 years · per year$17,414 · […][…]

0.03%Expense ratio$3 · $39 on $10k · lower wins0.39%

1.11%12-mo yield$111 · $221 on $10k2.21%

Cards for this view

IVV

iShares Core S&P 500

$17,414

DFIS

Dimensional - International Small Cap

[…]

MeasureIVVDFIS

Fee0.03%0.39%

Cost on $10k a year$3$39

Yield1.11%2.21%

5 years, per year+11.7%[…]

3 years, per year+21.5%+20.4%

Worst drop · 1Y−8.9%−12.5%

Volatility · 1Y13.8%

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	−0.8%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	BDFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	−0.2%	+10.7%	+17.8%	+20.4%	new	−12.5%	$5.8B

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	−0.4%	+10.9%	+13.0%	+21.5%	+11.7%	−8.9%	$875.2B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	−0.8%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
3	BDFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	−0.2%	+10.7%	+17.8%	+20.4%	new	−12.5%	$5.8B

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