Compare · 3 funds side by side · dividends reinvested

DFIV, IBAT and VGT

DFIVDimensional×IBATiShares×VGTVanguard×

02 / 04

−0.1%

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,498VGT · best of the three

Story of the three · IncomeMost incomeDFIV · 2.74% · $274 a year on $10k

Story of the three · RiskSmallest drop

DFIV, IBAT and VGT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.74%+16.5%+21.4%+26.0%+15.1%−9.7%14.4%$22.5B1.6

Vanguard Information Technology ETFSectors · Technology0.09%0.42%+18.4%+15.4%+27.4%+15.4%−17.5%26.7%$145B1.8

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.88%+20.6%+10.0%[…][…]−30.7%33.6%$52M2.5

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFIV 1999 · IBAT 2024 · VGT 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - International Value ETF · $22.5B$20,217

DFIV

IBAT

iShares Energy Storage & Materials ETF · $52M[…]

$10,000 five years ago, dividends reinvested · they hold 2.1% in common

DFIV

More Ways to See the Pairs

DFIV vs IBAT: Top 5 Holdings

Today

DFIV

10.4%in top 5

IBAT

in top 535.0%

DFIVStockIBAT

not top 5AI.PA7.7%

not top 5BE7.5%

not top 5APD7.5%

1.3%BAS.DE6.8%

not top 56762.T

Cost, Income and Risk

Fees: DFIV, IBAT, VGT

Today

0.09%lowest, VGT

FundExpense ratioFee$10k

VGT0.09%$9

DFIV0.27%$27

IBAT0.47%$47

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFIV, IBAT, VGT

Popular Pairs Near These Three

XLK vs VGT

YTD

SPDRXLK

+18.7%

VGTVanguard

+18.4%

+18.7%Year to date+18.4%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$145B

2–0XLK wins

End-of-day Nov 13, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

Measure

IBAT

+16.5%Year to dateJan 1 → Nov 13+20.6%

+21.4%1 yearTotal return+10.0%

+26.0%3 years · per year$10,000 became $19,982 · […][…]

+15.1%5 years · per year$10,000 became $20,217 · […][…]

0.27%Expense ratio$27 · $47 a year on $10k · lower is better0.47%

2.74%Trailing 12-mo yield$274 · $88 a year on $10k0.88%

−9.7%Worst dropSmaller is better−30.7%

14.4%VolatilityLower is calmer33.6%

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

5–1DFIV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

5.6%

3.4%SHELnot top 5

2.2%TTE.PAnot top 5

2.0%7203.Tnot top 5

1.6%SAN.MCnot top 5

Held in common2.1%

End-of-day Nov 13, 2026 · share of each fund

DFIV vs IBAT Returns, Every Period

1Y

DimensionalDFIV

+21.4%

past year

IBATiShares

+10.0%

past year

DFIVIBATFaded: behind in that period

1–1Level

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

International vs Sector: DFIV vs IBAT

YTD

DimensionalDFIV

+16.5%

IBATiShares

+20.6%

+16.5%Year to date+20.6%

−9.7%Worst drop · 1Y−30.7%

14.4%Volatility · 1Y33.6%

2.7%Yield0.9%

$22.5BAssets$52.3M

3–1DFIV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

2.74%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.74%$274

IBAT0.88%$88

VGT0.42%$43

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$247most kept, DFIV

DFIV$274 − $27 = $247

IBAT$88 − $47 = $41

VGT$43 − $9 = $34

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFIV, IBAT, VGT

Today

2.1%most shared, DFIV and IBAT

DFIVIBATVGT

DFIV—2.1%0.0%

IBAT2.1%—0.2%

VGT0.0%0.2%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+21.4%DFIV, at 14.4% volatility

DFIVWorst drop−9.7%14.4% vol

VGTWorst drop−17.5%26.7% vol

IBATWorst drop−30.7%33.6% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVIBAT

+16.5%Year to date+20.6%

2.7%Yield0.9%

+21.4%Past year+10.0%

0.27%Fee0.47%

3–1DFIV wins

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$116B

2–0SCHD wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.1BAssets$47.0B

1–1level

End-of-day Nov 13, 2026

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DFIV, IBAT and VGT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three