Loading…

Getting the latest data.

AIVVM

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,830VTV · VOO $17,269

Lowest cost0.03%VOO · $3 on $10k

Most income1.81%VTV · $181 on $10k

Smallest drop−5.3%IVVM · worst fall in 1Y

Held in common0.0%IVVM and DFAC

iShares Large Cap Moderate Quarterly Laddered ETF · $200MDimensional - US Core Equity 2 ETF · $87.6B

+14.3%3 years · per year$14,915 · $17,599+20.7%

[…]5 years · per year[…] · $16,443+10.5%

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

0.63%12-mo yield$63 · $88 on $10k

Cards for this view

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

DFAC

Dimensional - US Core Equity 2

$16,443

MeasureIVVMDFAC

Fee0.53%0.21%

Cost on $10k a year$53$21

Yield0.63%0.88%

5 years, per year[…]+10.5%

3 years, per year+14.3%+20.7%

Worst drop · 1Y−5.3%−8.5%

Volatility · 1Y8.1%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.1%	+13.9%	+15.1%	+20.7%	+10.5%	−8.5%	$87.6B
4	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.1%	+8.1%	+8.9%	+14.3%	new	−5.3%	$200M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+0.2%	+22.0%	+23.6%	+21.4%	+12.3%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	−0.4%	+11.5%	+11.6%	+21.5%	+11.5%	−8.9%	$1.00T
3	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.88%	−0.1%	+13.9%	+15.1%	+20.7%	+10.5%	−8.5%	$87.6B
4	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	−0.1%	+8.1%	+8.9%	+14.3%	new	−5.3%	$200M