DFAI vs VT

ADFAI

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · DFAI $15,583

Lowest cost0.06%VT · $6 on $10k

Most income2.48%DFAI · $248 on $10k

Smallest drop−9.7%VT · worst fall in 1Y

Held in common19.4%DFAI and VT

DFAI

Dimensional - International Core Equity Market ETF · $17.9BVanguard Total World Stock ETF · $81.8B

+20.0%3 years · per year$17,287 · $17,563+20.7%

+9.3%5 years · per year$15,583 · $15,649+9.4%

0.18%Expense ratio$18 · $6 on $10k · lower wins0.06%

2.48%12-mo yield$248 · $159 on $10k1.59%

−10.9%Worst dropSmaller wins−9.7%

15.2%VolatilityLower wins14.7%

1–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAI · VT

0.3%ASML.AS0.6%

1.0%HSBA.L0.3%

1.2%SHEL.L0.2%

0.6%RY.TO0.2%

Held in common19.4%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	ADFAI	Dimensional - International Core Equity Market ETFRead Desk		0.18%	2.48%	−0.8%	+9.0%	+14.6%	+20.0%	+9.3%	−10.9%	$17.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
2	ADFAI	Dimensional - International Core Equity Market ETFRead Desk		0.18%	2.48%	−0.8%	+9.0%	+14.6%	+20.0%	+9.3%	−10.9%	$17.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAI vs VT

DFAI

Dimensional - International Core Equity Market

$15,583

Vanguard Total World Stock

$15,649

MeasureDFAIVT

Fee0.18%0.06%

Cost on $10k a year$18$6

Yield2.48%1.59%

5 years, per year+9.3%+9.4%

3 years, per year+20.0%+20.7%

Worst drop · 1Y−10.9%−9.7%

Volatility · 1Y15.2%14.7%

5–1measures won
VT first

19.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAI, VT

Today

19.4%most shared, DFAI and VT

DFAIVT

DFAI—19.4%

VT19.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$230most kept, DFAI

DFAI$248 − $18 = $230

VT$159 − $6 = $153

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee