Compare · 2 funds side by side · dividends reinvested

IBAT and DFIV

IBATiShares×DFIVDimensional×

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

IBAT and DFIV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - International Value ETFInternational · Ex-US broad0.27%2.77%+15.4%+26.1%+26.1%+14.9%−9.7%14.3%$22.3B1.1

iShares Energy Storage & Materials ETFSectors · Energy0.47%0.92%+15.9%+6.1%[…][…]−30.7%33.4%$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 5, 2026 · returns include dividends · since: IBAT 2024 · DFIV 1999

Head to Head

Swap sides Versus in desk

Head to Head

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

IBAT

DFIV

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

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

IBATMeasureDFIV

+15.9%Year to dateJan 1 → Nov 5+15.4%

+6.1%1 yearTotal return+26.1%

[…]3 years · per year$10,000 became […] · $20,050+26.1%

[…]5 years · per year$10,000 became […] · $20,000+14.9%

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

0.92%Trailing 12-mo yield$92 · $277 a year on $10k2.77%

−30.7%Worst dropSmaller is better−9.7%

33.4%VolatilityLower is calmer14.3%

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

1–5DFIV wins

End-of-day Nov 5, 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

34.3%in top 5

DFIV

in top 510.4%

IBATStockDFIV

7.4%AI.PAnot top 5

7.4%APDnot top 5

7.1%BEnot top 5

6.7%BAS.DE1.3%

5.7%6762.Tnot top 5

not top 5SHEL3.5%

not top 5TTE.PA2.2%

not top 57203.T1.8%

not top 5SAN.MC1.6%

Held in common2.1%

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

IBAT vs DFIV Returns, Every Period

iSharesIBAT

+6.1%

past year

DFIVDimensional

+26.1%

past year

IBATDFIVFaded: behind in that period

1–1Level

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

Sector vs International: IBAT vs DFIV

YTD

iSharesIBAT

+15.9%

DFIVDimensional

+15.4%

+15.9%Year to date+15.4%

−30.7%Worst drop · 1Y−9.7%

33.4%Volatility · 1Y14.3%

0.9%Yield2.8%

$55.2MAssets$22.3B

3–1DFIV wins

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

Cost, Income and Risk

Fees: IBAT, DFIV

Today

0.27%lowest, DFIV

FundExpense ratioFee$10k

DFIV0.27%$27

IBAT0.47%$47

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

Yields: IBAT, DFIV

2.77%highest, DFIV

FundTrailing yieldYield$10k

DFIV2.77%$277

IBAT0.92%$92

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

Income After Fees on $10,000

$250most kept, DFIV

DFIV$277 − $27 = $250

IBAT$92 − $47 = $45

KeptFee

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

Overlap: IBAT, DFIV

Today

2.1%most shared, IBAT and DFIV

IBATDFIV

IBAT—2.1%

DFIV2.1%—

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

Return vs Bumpiness: 2 ETFs

+26.1%DFIV, at 14.3% volatility

DFIVWorst drop−9.7%14.3% vol

IBATWorst drop−30.7%33.4% vol

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

Paid More vs Made More

YTD

DFIVIBAT

+15.4%Year to date+15.9%

2.8%Yield0.9%

+26.1%Past year+6.1%

0.27%Fee0.47%

3–1DFIV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026