IVVB vs DFAC

AIVVB

BDFAC

Measures won3–2IVVB wins · of 6 · 5Y

$10,000 · 5Y$16,820DFAC · VO $13,867

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

Smallest drop−5.8%IVVB · worst fall in 1Y

Held in common0.0%IVVB and DFAC

IVVB

DFAC

iShares Large Cap Deep Quarterly Laddered ETF · $141MDimensional - US Core Equity 2 ETF · $85.6B

+13.3%3 years · per year$14,545 · $17,787+21.2%

[…]5 years · per year[…] · $16,820+11.0%

0.53%Expense ratio$53 · $21 on $10k · lower wins0.21%

1.16%12-mo yield$116 · $88 on $10k0.88%

−5.8%Worst dropSmaller wins−8.5%

8.4%VolatilityLower wins13.1%

3–2IVVB wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVVB · DFAC

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

Held in common0.0%

End-of-day Nov 9, 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	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.16%	+1.3%	+5.9%	+7.4%	+13.3%	new	−5.8%	$141M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	+2.4%	+14.1%	+17.7%	+21.2%	+11.0%	−8.5%	$85.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
3	AIVVB	iShares Large Cap Deep Quarterly Laddered ETFRead Desk	0.53%	1.16%	+1.3%	+5.9%	+7.4%	+13.3%	new	−5.8%	$141M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVVB vs DFAC

IVVB

iShares Large Cap Deep Quarterly Laddered

[…]

DFAC

Dimensional - US Core Equity 2

$16,820

MeasureIVVBDFAC

Fee0.53%0.21%

Cost on $10k a year$53$21

Yield1.16%0.88%

5 years, per year[…]+11.0%

3 years, per year+13.3%+21.2%

Worst drop · 1Y−5.8%−8.5%

Volatility · 1Y8.4%13.1%

3–2measures won
IVVB first

0.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: IVVB, DFAC, VO

Today

19.6%most shared, DFAC and VO

IVVBDFACVO

IVVB—0.0%0.0%

DFAC0.0%—19.6%

VO0.0%19.6%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

DFAC$88 − $21 = $67

IVVB$116 − $53 = $63

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee