DFAW vs VT

ADFAW

BVT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,649VT

Lowest cost0.06%VT · $6 on $10k

Most income1.59%VT · $159 on $10k

Smallest drop−8.9%DFAW · worst fall in 1Y

Held in common0.0%DFAW and VT

DFAW

Dimensional - World Equity ETF · $1.7BVanguard Total World Stock ETF · $81.8B

+20.7%3 years · per year$17,569 · $17,563+20.7%

[…]5 years · per year[…] · $15,649+9.4%

0.24%Expense ratio$24 · $6 on $10k · lower wins0.06%

1.33%12-mo yield$133 · $159 on $10k1.59%

−8.9%Worst dropSmaller wins−9.7%

13.4%VolatilityLower wins14.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAW · VT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ADFAW	Dimensional - World Equity ETFRead Desk		0.24%	1.33%	+0.1%	+10.9%	+13.8%	+20.7%	new	−8.9%	$1.7B

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	ADFAW	Dimensional - World Equity ETFRead Desk		0.24%	1.33%	+0.1%	+10.9%	+13.8%	+20.7%	new	−8.9%	$1.7B

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

DFAW vs VT

DFAW

Dimensional - World Equity

[…]

Vanguard Total World Stock

$15,649

MeasureDFAWVT

Fee0.24%0.06%

Cost on $10k a year$24$6

Yield1.33%1.59%

5 years, per year[…]+9.4%

3 years, per year+20.7%+20.7%

Worst drop · 1Y−8.9%−9.7%

Volatility · 1Y13.4%14.7%

2–2measures won
level

0.0%

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%

$42.6BAssets$46.8B

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%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAW, VT

Today

0.0%most shared, DFAW and VT

DFAWVT

DFAW—0.0%

VT0.0%—

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

Income After Fees on $10,000

$153most kept, VT

VT$159 − $6 = $153

DFAW$133 − $24 = $109

KeptFee

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