IVV vs DFIV

AIVV

BDFIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$20,000DFIV · VOO $17,156

Lowest cost0.03%IVV · $3 on $10k

Most income2.77%DFIV · $277 on $10k

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

Held in common0.0%IVV and DFIV

IVV

DFIV

iShares Core S&P 500 ETF · $887BDimensional - International Value ETF · $22.3B

+22.1%3 years · per year$18,221 · $20,050+26.1%

+11.4%5 years · per year$17,151 · $20,000+14.9%

0.03%Expense ratio$3 · $27 on $10k · lower wins0.27%

1.14%12-mo yield$114 · $277 on $10k2.77%

−8.9%Worst dropSmaller wins−9.7%

13.6%VolatilityLower wins14.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVV · DFIV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.3B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	−4.4%	+8.4%	+9.8%	+22.1%	+11.4%	−8.9%	$1.00T
3	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	−4.4%	+8.4%	+9.7%	+22.1%	+11.4%	−8.9%	$886.8B

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 DFIV

IVV

iShares Core S&P 500

$17,152

DFIV

Dimensional - International Value

$20,000

MeasureIVVDFIV

Fee0.03%0.27%

Cost on $10k a year$3$27

Yield1.14%2.77%

5 years, per year+11.4%+14.9%

3 years, per year+22.1%+26.1%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.6%14.3%

3–3measures won
level

0.0%

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: IVV, DFIV, VOO

Today

93.5%most shared, IVV and VOO

IVVDFIVVOO

IVV—0.0%93.5%

DFIV0.0%—0.0%

VOO93.5%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$250most kept, DFIV

DFIV$277 − $27 = $250

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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