Compare · 3 funds side by side · dividends reinvested

DFIV, IBAT and VXUS

DFIVDimensional×IBATiShares×VXUSVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$20,188DFIV · best of the three

02 / 04

DFIV, IBAT and VXUS, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.73%+16.8%+26.2%+25.5%+15.1%−9.7%14.5%$22.3B1.3

Vanguard Total International Stock ETFInternational · Ex-US broad0.05%2.39%+11.1%+15.3%+19.5%+8.1%−11.3%17.9%$163B2.0

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.89%+19.8%+8.4%[…][…]−30.7%33.4%$52M2.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: DFIV 1999 · IBAT 2024 · VXUS 2011

Head to Head

Swap sides Versus in desk

Head to Head

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

IBAT

DFIV

Dimensional - International Value ETF · $22.3B$20,188

$10,000 five years ago, dividends reinvested · they hold 2.0% in common

IBATMeasureDFIV

+19.8%Year to dateJan 1 → Nov 9+16.8%

+8.4%1 yearTotal return+26.2%

[…]3 years · per year$10,000 became […] · $19,747+25.5%

[…]5 years · per year$10,000 became […] · $20,188+15.1%

0.47%Expense ratio$47 · $27 a year on $10k · lower is better0.27%

0.89%Trailing 12-mo yield$89 · $273 a year on $10k2.73%

−30.7%Worst dropSmaller is better−9.7%

33.4%VolatilityLower is calmer14.5%

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

1–5DFIV wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IBAT vs DFIV: Top 5 Holdings

Today

IBAT

35.0%in top 5

DFIV

in top 510.6%

IBATStockDFIV

8.0%AI.PAnot top 5

7.7%APDnot top 5

7.3%BAS.DE1.3%

6.6%BEnot top 5

5.3%6762.Tnot top 5

not top 5SHEL3.5%

not top 5TTE.PA2.2%

not top 57203.T2.0%

not top 5SAN.MC1.6%

Held in common2.0%

End-of-day Nov 9, 2026 · share of each fund

IBAT vs DFIV Returns, Every Period

iSharesIBAT

+8.4%

past year

DFIVDimensional

+26.2%

past year

IBATDFIVFaded: behind in that period

1–1Level

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Sector vs International: IBAT vs DFIV

YTD

iSharesIBAT

+19.8%

DFIVDimensional

+16.8%

+19.8%Year to date+16.8%

−30.7%Worst drop · 1Y−9.7%

33.4%Volatility · 1Y14.5%

0.9%Yield2.7%

$52.3MAssets$22.3B

3–1DFIV wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIV, IBAT, VXUS

Today

0.05%lowest, VXUS

FundExpense ratioFee$10k

VXUS0.05%$5

DFIV0.27%$27

IBAT0.47%$47

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: DFIV, IBAT, VXUS

2.73%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.73%$273

VXUS2.39%$239

IBAT0.89%$89

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$246most kept, DFIV

DFIV$273 − $27 = $246

VXUS$239 − $5 = $234

IBAT$89 − $47 = $42

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: DFIV, IBAT, VXUS

Today

21.1%most shared, DFIV and VXUS

DFIVIBATVXUS

DFIV—2.0%21.1%

IBAT2.0%—1.8%

VXUS21.1%1.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.2%DFIV, at 14.5% volatility

DFIVWorst drop−9.7%14.5% vol

VXUSWorst drop−11.3%17.9% vol

IBATWorst drop−30.7%33.4% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVIBAT

+16.8%Year to date+19.8%

2.7%Yield0.9%

+26.2%Past year+8.4%

0.27%Fee0.47%

3–1DFIV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VXUS vs IXUS

YTD

VanguardVXUS

+11.1%

IXUSiShares

+11.5%

+11.1%Year to date+11.5%

2.4%Yield3.0%

$163BAssets$58.0B

2–0IXUS wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026