Compare · 2 funds side by side · dividends reinvested

DFIV and FTAG

DFIVDimensional×FTAGFirst Trust×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,000DFIV · best of the two

02 / 04

DFIV and FTAG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.71%+17.8%+27.8%+27.0%+15.4%−9.7%14.2%$22.3B1.0

First Trust Indxx Global Agriculture ETFCommodities · Broad basket0.70%1.15%+12.9%+17.4%+8.7%+1.5%−10.8%14.8%$14M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: DFIV 1999 · FTAG 2010

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.3B$20,000

DFIV

FTAG

First Trust Indxx Global Agriculture ETF · $14M$10,674

$10,000 five years ago, dividends reinvested · they hold 3.1% in common

DFIVMeasureFTAG

+17.8%Year to dateJan 1 → Nov 5+12.9%

+27.8%1 yearTotal return+17.4%

+27.0%3 years · per year$10,000 became $20,484 · $12,826+8.7%

+15.4%5 years · per year$10,000 became $20,506 · $10,781+1.5%

0.27%Expense ratio$27 · $70 a year on $10k · lower is better0.70%

2.71%Trailing 12-mo yield$271 · $115 a year on $10k1.15%

−9.7%Worst dropSmaller is better−10.8%

14.2%VolatilityLower is calmer14.8%

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

8–0DFIV wins

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

More Ways to See the Pairs

DFIV vs FTAG: Top 5 Holdings

Today

DFIV

10.4%in top 5

FTAG

in top 544.6%

DFIVStockFTAG

not top 5BAYN.DE11.1%

not top 5DE10.5%

1.3%BAS.DE10.0%

not top 5VYLR8.7%

not top 5NTR.TO4.2%

3.5%SHELnot top 5

2.2%TTE.PAnot top 5

1.8%7203.Tnot top 5

1.6%SAN.MCnot top 5

Held in common3.1%

End-of-day Nov 5, 2026 · share of each fund

DFIV vs FTAG Returns, Every Period

DimensionalDFIV

+15.4%

5 years, per year

FTAGFirst Trust

+1.5%

5 years, per year

DFIVFTAGFaded: behind in that period

4–0DFIV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

International vs Commodities: DFIV vs FTAG

YTD

DimensionalDFIV

+17.8%

FTAGFirst Trust

+12.9%

+17.8%Year to date+12.9%

−9.7%Worst drop · 1Y−10.8%

14.2%Volatility · 1Y14.8%

2.7%Yield1.1%

$22.3BAssets$14.1M

4–0DFIV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIV, FTAG

Today

0.27%lowest, DFIV

FundExpense ratioFee$10k

DFIV0.27%$27

FTAG0.70%$70

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: DFIV, FTAG

2.71%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.71%$271

FTAG1.15%$115

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$244most kept, DFIV

DFIV$271 − $27 = $244

FTAG$115 − $70 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: DFIV, FTAG

Today

3.1%most shared, DFIV and FTAG

DFIVFTAG

DFIV—3.1%

FTAG3.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.8%DFIV, at 14.2% volatility

DFIVWorst drop−9.7%14.2% vol

FTAGWorst drop−10.8%14.8% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVFTAG

+17.8%Year to date+12.9%

2.7%Yield1.1%

+27.8%Past year+17.4%

0.27%Fee0.70%

4–0DFIV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

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 5, 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 5, 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 5, 2026