IVVM vs DFAC

AIVVM

BDFAC

Measures won2–3DFAC wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAC $16,525

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common0.0%IVVM and DFAC

IVVM

DFAC

iShares Large Cap Moderate Quarterly Laddered ETF · $193MDimensional - US Core Equity 2 ETF · $85.7B

+14.5%3 years · per year$15,008 · $17,722+21.0%

[…]5 years · per year[…] · $16,525+10.6%

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

0.64%12-mo yield$64 · $90 on $10k0.90%

−5.3%Worst dropSmaller wins−8.5%

8.0%VolatilityLower wins12.9%

2–3DFAC wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVVM · DFAC

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

Held in common0.0%

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.64%	+0.3%	+6.4%	+7.7%	+14.5%	new	−5.3%	$193M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	BDFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.90%	+0.2%	+11.4%	+13.8%	+21.0%	+10.6%	−8.5%	$85.7B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.64%	+0.3%	+6.4%	+7.7%	+14.5%	new	−5.3%	$193M

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

IVVM vs DFAC

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

DFAC

Dimensional - US Core Equity 2

$16,525

MeasureIVVMDFAC

Fee0.53%0.21%

Cost on $10k a year$53$21

Yield0.64%0.90%

5 years, per year[…]+10.6%

3 years, per year+14.5%+21.0%

Worst drop · 1Y−5.3%−8.5%

Volatility · 1Y8.0%12.9%

3–2measures won
DFAC first

0.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: IVVM, DFAC, VTV

Today

38.0%most shared, DFAC and VTV

IVVMDFACVTV

IVVM—0.0%0.0%

DFAC0.0%—38.0%

VTV0.0%38.0%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAC$90 − $21 = $69

IVVM$64 − $53 = $11

KeptFee

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