IVV vs DFSE

AIVV

BDFSE

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,530IVV · VEA $15,431

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 DFSE

iShares Core S&P 500 ETF · $883BDimensional Emerging Markets Sustainability Core 1 ETF · $593M

+21.9%3 years · per year$18,122 · $15,942+16.8%

+11.9%5 years · per year$17,530 · […][…]

0.03%Expense ratio$3 · $44 on $10k · lower wins0.44%

1.10%12-mo yield$110 · $213 on $10k

Cards for this view

IVV

iShares Core S&P 500

$17,530

DFSE

Dimensional Emerging Markets Sustainability Core 1

[…]

MeasureIVVDFSE

Fee0.03%0.44%

Cost on $10k a year$3$44

Yield1.10%2.13%

5 years, per year+11.9%[…]

3 years, per year+21.9%+16.8%

Worst drop · 1Y−8.9%−17.1%

Volatility · 1Y13.7%

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
3	BDFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.13%	+2.5%	+9.3%	+8.9%	+16.8%	new	−17.1%	$593M

#
1	AIVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	+1.3%	+12.3%	+12.7%	+21.9%	+11.9%	−8.9%	$882.8B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+0.8%	+13.0%	+17.0%	+20.2%	+9.1%	−11.6%	$231.6B
3	BDFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk	0.44%	2.13%	+2.5%	+9.3%	+8.9%	+16.8%	new	−17.1%	$593M

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