IVV vs DFSV

AIVV

BDFSV

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$17,177IVV

Lowest cost0.03%IVV · $3 on $10k

Most income1.42%DFSV · $142 on $10k

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

Held in common0.4%IVV and DFSV

IVV

DFSV

iShares Core S&P 500 ETF · $853BU.S. Small Cap Value Portfolio ETF Class Shares · $27.1B

+21.8%3 years · per year$18,084 · $16,658+18.5%

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

0.03%Expense ratio$3 · $31 on $10k · lower wins0.31%

1.14%12-mo yield$114 · $142 on $10k1.42%

−8.9%Worst dropSmaller wins−9.4%

13.6%VolatilityLower wins15.1%

4–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · DFSV

0.0%SWKS0.7%

0.0%SWK0.7%

0.0%APA0.5%

0.0%EG0.0%

Held in common0.4%

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

Both

5Y2 funds

#			Trend
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	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
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	BDFSV	U.S. Small Cap Value Portfolio ETF Class SharesRead Desk		0.31%	1.42%	−0.4%	+17.9%	+24.0%	+18.5%	new	−9.4%	$27.1B

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 DFSV

IVV

iShares Core S&P 500

$17,177

DFSV

U.S. Small Cap Value Portfolio ETF Class Shares

[…]

MeasureIVVDFSV

Fee0.03%0.31%

Cost on $10k a year$3$31

Yield1.14%1.42%

5 years, per year+11.4%[…]

3 years, per year+21.8%+18.5%

Worst drop · 1Y−8.9%−9.4%

Volatility · 1Y13.6%15.1%

4–1measures won
IVV first

0.4%

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%

$178BAssets$778B

2–0SPYM 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

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

Overlap: IVV, DFSV

Today

0.4%most shared, IVV and DFSV

IVVDFSV

IVV—0.4%

DFSV0.4%—

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

DFSV$142 − $31 = $111

KeptFee

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