Compare · 2 funds side by side · dividends reinvested

DFIV and IBAT

DFIVDimensional×IBATiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$19,865DFIV · best of the two

02 / 04

DFIV and IBAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.78%+14.8%+24.6%+26.2%+14.7%−9.7%13.9%$22.1B1.1

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.84%+26.4%+13.6%[…][…]−25.9%32.1%$55M1.8

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

End-of-day Nov 3, 2026 · returns include dividends · since: DFIV 1999 · IBAT 2024

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - International Value ETF · $22.1B$19,865

DFIV

IBAT

iShares Energy Storage & Materials ETF · $55M[…]

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

DFIVMeasureIBAT

+14.8%Year to dateJan 1 → Nov 3+26.4%

+24.6%1 yearTotal return+13.6%

+26.2%3 years · per year$10,000 became $20,122 · […][…]

+14.7%5 years · per year$10,000 became $19,865 · […][…]

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

2.78%Trailing 12-mo yield$278 · $84 a year on $10k0.84%

−9.7%Worst dropSmaller is better−25.9%

13.9%VolatilityLower is calmer32.1%

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

5–1DFIV wins

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

More Ways to See the Pairs

DFIV vs IBAT: Top 5 Holdings

Today

DFIV

10.6%in top 5

IBAT

in top 534.0%

DFIVStockIBAT

not top 5APD7.3%

not top 5BE7.1%

not top 5AI.PA7.1%

1.3%BAS.DE6.5%

not top 56762.T6.0%

3.7%SHELnot top 5

2.3%TTE.PAnot top 5

1.8%7203.Tnot top 5

1.6%SAN.MCnot top 5

Held in common2.1%

End-of-day Nov 3, 2026 · share of each fund

DFIV vs IBAT Returns, Every Period

DimensionalDFIV

+24.6%

past year

IBATiShares

+13.6%

past year

DFIVIBATFaded: behind in that period

1–1Level

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

International vs Sector: DFIV vs IBAT

YTD

DimensionalDFIV

+14.8%

IBATiShares

+26.4%

+14.8%Year to date+26.4%

−9.7%Worst drop · 1Y−25.9%

13.9%Volatility · 1Y32.1%

2.8%Yield0.8%

$22.1BAssets$55.0M

3–1DFIV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFIV, IBAT

Today

0.27%lowest, DFIV

FundExpense ratioFee$10k

DFIV0.27%$27

IBAT0.47%$47

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: DFIV, IBAT

2.78%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.78%$278

IBAT0.84%$84

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$251most kept, DFIV

DFIV$278 − $27 = $251

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: DFIV, IBAT

Today

2.1%most shared, DFIV and IBAT

DFIVIBAT

DFIV—2.1%

IBAT2.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+24.6%DFIV, at 13.9% volatility

DFIVWorst drop−9.7%13.9% vol

IBATWorst drop−25.9%32.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

DFIVIBAT

+14.8%Year to date+26.4%

2.8%Yield0.8%

+24.6%Past year+13.6%

0.27%Fee0.47%

3–1DFIV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026