Compare · 3 funds side by side · dividends reinvested

DFIV, FDT and IBAT

DFIVDimensional×FDTFirst Trust×IBATiShares×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,185DFIV · best of the three

Story of the three · IncomeMost incomeFDT · 3.11% · $311 a year on $10k

Story of the three · RiskSmallest drop

DFIV, FDT and IBAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.75%+16.1%+22.1%+25.5%+15.1%−9.7%14.4%$22.5B1.4

First Trust Developed Markets ex-US AlphaDEX FundInternational · Developed0.80%3.11%+13.1%+17.2%+26.1%+11.1%−13.4%21.9%$1.4B2.0

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.87%+22.7%+11.0%[…][…]−30.7%33.5%$53M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: DFIV 1999 · FDT 2011 · IBAT 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - International Value ETF · $22.5B$20,185

DFIV

FDT

First Trust Developed Markets ex-US AlphaDEX Fund · $1.4B$16,893

$10,000 five years ago, dividends reinvested · they hold 19.4% in common

DFIV

More Ways to See the Pairs

DFIV vs FDT: Top 5 Holdings

Today

DFIV

10.4%in top 5

FDT

in top 53.2%

DFIVStockFDT

3.4%SHELnot top 5

2.1%TTE.PAnot top 5

2.0%7203.Tnot top 5

1.7%SAN.MCnot top 5

1.3%BAS.DE

Cost, Income and Risk

Fees: DFIV, FDT, IBAT

Today

0.27%lowest, DFIV

FundExpense ratioFee$10k

DFIV0.27%$27

IBAT0.47%$47

FDT0.80%$80

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: DFIV, FDT, IBAT

Popular Pairs Near These Three

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Measure

FDT

+16.1%Year to dateJan 1 → Nov 12+13.1%

+22.1%1 yearTotal return+17.2%

+25.5%3 years · per year$10,000 became $19,770 · $20,050+26.1%

+15.1%5 years · per year$10,000 became $20,185 · $16,893+11.1%

0.27%Expense ratio$27 · $80 a year on $10k · lower is better0.80%

2.75%Trailing 12-mo yield$275 · $311 a year on $10k3.11%

−9.7%Worst dropSmaller is better−13.4%

14.4%VolatilityLower is calmer21.9%

DFIVFDT Winner of the row, in its colourEach row: the bigger of the two fills its side

6–2DFIV wins

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5

not top 5BZU.MI0.7%

not top 59022.T0.7%

not top 59961.HK0.6%

not top 50006.HK0.6%

not top 5SOF.BR0.6%

Held in common19.4%

End-of-day Nov 12, 2026 · share of each fund

DFIV vs FDT Returns, Every Period

5Y

DimensionalDFIV

+15.1%

5 years, per year

FDTFirst Trust

+11.1%

5 years, per year

DFIVFDTFaded: behind in that period

3–1DFIV wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

DFIV vs FDT

YTD

DimensionalDFIV

+16.1%

FDTFirst Trust

+13.1%

+16.1%Year to date+13.1%

−9.7%Worst drop · 1Y−13.4%

14.4%Volatility · 1Y21.9%

2.8%Yield3.1%

$22.5BAssets$1.4B

3–1DFIV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

3.11%highest, FDT

FundTrailing yieldYield$10k

FDT3.11%$311

DFIV2.75%$275

IBAT0.87%$87

End-of-day Nov 12, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$248most kept, DFIV

DFIV$275 − $27 = $248

FDT$311 − $80 = $231

IBAT$87 − $47 = $40

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: DFIV, FDT, IBAT

Today

19.4%most shared, DFIV and FDT

DFIVFDTIBAT

DFIV—19.4%2.1%

FDT19.4%—1.7%

IBAT2.1%1.7%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+22.1%DFIV, at 14.4% volatility

DFIVWorst drop−9.7%14.4% vol

FDTWorst drop−13.4%21.9% vol

IBATWorst drop−30.7%33.5% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

FDTIBAT

+13.1%Year to date+22.7%

3.1%Yield0.9%

+17.2%Past year+11.0%

0.80%Fee0.47%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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DFIV, FDT and IBAT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three