Compare · 2 funds side by side · dividends reinvested

DFIV and FDT

DFIVDimensional×FDTFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,900DFIV · best of the two

02 / 04

DFIV and FDT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.80%+14.1%+23.7%+25.3%+14.8%−9.7%14.3%$22.0B1.3

First Trust Developed Markets ex-US AlphaDEX FundInternational · Developed0.80%3.16%+11.4%+17.1%+25.9%+10.9%−13.4%21.8%$1.3B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: DFIV 1999 · FDT 2011

Head to Head

Swap sides Versus in desk

Head to Head

First Trust Developed Markets ex-US AlphaDEX Fund · $1.3B$16,749

FDT

DFIV

Dimensional - International Value ETF · $22.0B$19,900

$10,000 five years ago, dividends reinvested · they hold 19.6% in common

FDTMeasureDFIV

+11.4%Year to dateJan 1 → Nov 6+14.1%

+17.1%1 yearTotal return+23.7%

+25.9%3 years · per year$10,000 became $19,968 · $19,675+25.3%

+10.9%5 years · per year$10,000 became $16,749 · $19,900+14.8%

0.80%Expense ratio$80 · $27 a year on $10k · lower is better0.27%

3.16%Trailing 12-mo yield$316 · $280 a year on $10k2.80%

−13.4%Worst dropSmaller is better−9.7%

21.8%VolatilityLower is calmer14.3%

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

2–6DFIV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

FDT vs DFIV: Top 5 Holdings

Today

FDT

3.3%in top 5

DFIV

in top 510.6%

FDTStockDFIV

not top 5SHEL3.5%

not top 5TTE.PA2.2%

not top 57203.T2.1%

not top 5SAN.MC1.6%

0.7%BAS.DE1.3%

0.7%9022.Tnot top 5

0.7%9961.HKnot top 5

0.7%7269.Tnot top 5

0.6%SOF.BRnot top 5

Held in common19.6%

End-of-day Nov 6, 2026 · share of each fund

FDT vs DFIV Returns, Every Period

First TrustFDT

+10.9%

5 years, per year

DFIVDimensional

+14.8%

5 years, per year

FDTDFIVFaded: behind in that period

1–3DFIV wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

FDT vs DFIV

YTD

First TrustFDT

+11.4%

DFIVDimensional

+14.1%

+11.4%Year to date+14.1%

−13.4%Worst drop · 1Y−9.7%

21.8%Volatility · 1Y14.3%

3.2%Yield2.8%

$1.3BAssets$22.0B

3–1DFIV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIV, FDT

Today

0.27%lowest, DFIV

FundExpense ratioFee$10k

DFIV0.27%$27

FDT0.80%$80

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: DFIV, FDT

3.16%highest, FDT

FundTrailing yieldYield$10k

FDT3.16%$316

DFIV2.80%$280

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$253most kept, DFIV

DFIV$280 − $27 = $253

FDT$316 − $80 = $236

KeptFee

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

Overlap: DFIV, FDT

Today

19.6%most shared, DFIV and FDT

DFIVFDT

DFIV—19.6%

FDT19.6%—

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

Return vs Bumpiness: 2 ETFs

+23.7%DFIV, at 14.3% volatility

DFIVWorst drop−9.7%14.3% vol

FDTWorst drop−13.4%21.8% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

FDTDFIV

+11.4%Year to date+14.1%

3.2%Yield2.8%

+17.1%Past year+23.7%

0.80%Fee0.27%

3–1DFIV wins

End-of-day Nov 6, 2026

Popular Pairs Near These Two

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026