VOO vs DFIV

AVOO

BDFIV

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$19,900DFIV · VOO $17,177

Lowest cost0.03%VOO · $3 on $10k

Most income2.80%DFIV · $280 on $10k

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

Held in common0.0%VOO and DFIV

VOO

DFIV

Vanguard S&P 500 ETF · $1.00TDimensional - International Value ETF · $22.5B

+21.8%3 years · per year$18,079 · $19,675+25.3%

+11.4%5 years · per year$17,177 · $19,900+14.8%

0.03%Expense ratio$3 · $27 on $10k · lower wins0.27%

1.10%12-mo yield$110 · $280 on $10k2.80%

−8.9%Worst dropSmaller wins−9.7%

13.5%VolatilityLower wins14.3%

3–3Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVOO · DFIV

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	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.5B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.5B
2	AVOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
3	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.14%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$850.0B

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

VOO vs DFIV

VOO

Vanguard S&P 500

$17,177

DFIV

Dimensional - International Value

$19,900

MeasureVOODFIV

Fee0.03%0.27%

Cost on $10k a year$3$27

Yield1.10%2.80%

5 years, per year+11.4%+14.8%

3 years, per year+21.8%+25.3%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.5%14.3%

3–3measures won
level

0.0%

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%

$182BAssets$819B

2–0SPYM 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: VOO, DFIV, IVV

Today

92.2%most shared, VOO and IVV

VOODFIVIVV

VOO—0.0%92.2%

DFIV0.0%—0.0%

IVV92.2%0.0%—

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

Income After Fees on $10,000

$253most kept, DFIV

DFIV$280 − $27 = $253

IVV$114 − $3 = $111

VOO$110 − $3 = $107

KeptFee

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