IVVM vs VXF

AIVVM

BVXF

Measures won2–3VXF wins · of 6 · 5Y

$10,000 · 5Y$17,417DFAC · VXF $13,123

Lowest cost0.05%VXF · $5 on $10k

Most income1.04%VXF · $104 on $10k

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

Held in common0.0%IVVM and VXF

IVVM

VXF

iShares Large Cap Moderate Quarterly Laddered ETF · $199MVanguard Extended Market ETF · $30.2B

+15.9%3 years · per year$15,560 · $18,168+22.0%

[…]5 years · per year[…] · $13,123+5.6%

0.53%Expense ratio$53 · $5 on $10k · lower wins0.05%

0.63%12-mo yield$63 · $104 on $10k1.04%

−5.3%Worst dropSmaller wins−10.2%

7.5%VolatilityLower wins17.3%

2–3VXF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIVVM · VXF

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

Held in common0.0%

End-of-day Nov 4, 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	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	+1.0%	+9.0%	+10.1%	+15.9%	new	−5.3%	$199M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	DFAC	Dimensional - US Core Equity 2 ETFRead Desk	0.21%	0.87%	+1.5%	+15.8%	+17.7%	+23.2%	+11.7%	−8.5%	$89.2B
2	BVXF	Vanguard Extended Market ETFRead Desk	0.05%	1.04%	+0.8%	+12.5%	+11.8%	+22.0%	+5.6%	−10.2%	$30.2B
3	AIVVM	iShares Large Cap Moderate Quarterly Laddered ETFRead Desk	0.53%	0.63%	+1.0%	+9.0%	+10.1%	+15.9%	new	−5.3%	$199M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVVM vs VXF

IVVM

iShares Large Cap Moderate Quarterly Laddered

[…]

VXF

Vanguard Extended Market

$13,123

MeasureIVVMVXF

Fee0.53%0.05%

Cost on $10k a year$53$5

Yield0.63%1.04%

5 years, per year[…]+5.6%

3 years, per year+15.9%+22.0%

Worst drop · 1Y−5.3%−10.2%

Volatility · 1Y7.5%17.3%

3–2measures won
VXF first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: IVVM, VXF, DFAC

Today

21.9%most shared, VXF and DFAC

IVVMVXFDFAC

IVVM—0.0%0.0%

VXF0.0%—21.9%

DFAC0.0%21.9%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$99most kept, VXF

VXF$104 − $5 = $99

DFAC$87 − $21 = $66

IVVM$63 − $53 = $10

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee