DFAX vs VT

ADFAX

BVT

Measures won1–5VT wins · of 6 · 5Y

$10,000 · 5Y$15,957VT · DFAX $15,687

Lowest cost0.06%VT · $6 on $10k

Most income2.48%DFAX · $248 on $10k

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

Held in common23.3%DFAX and VT

DFAX

Dimensional World ex U.S. Core Equity 2 ETF · $11.7BVanguard Total World Stock ETF · $81.8B

+20.6%3 years · per year$17,557 · $17,661+20.9%

+9.4%5 years · per year$15,687 · $15,957+9.8%

0.28%Expense ratio$28 · $6 on $10k · lower wins0.06%

2.48%12-mo yield$248 · $155 on $10k1.55%

−11.1%Worst dropSmaller wins−9.7%

17.6%VolatilityLower wins14.9%

1–5VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAX · VT

2.2%2330.TW1.6%

1.0%005930.KS0.8%

0.6%000660.KS0.6%

0.4%0700.HK0.3%

Held in common23.3%

End-of-day Nov 9, 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%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	ADFAX	Dimensional World ex U.S. Core Equity 2 ETFRead Desk		0.28%	2.48%	+3.0%	+12.2%	+17.3%	+20.6%	+9.4%	−11.1%	$11.7B

End-of-day Nov 9, 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%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
2	ADFAX	Dimensional World ex U.S. Core Equity 2 ETFRead Desk		0.28%	2.48%	+3.0%	+12.2%	+17.3%	+20.6%	+9.4%	−11.1%	$11.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAX vs VT

DFAX

Dimensional World ex U.S. Core Equity 2

$15,687

Vanguard Total World Stock

$15,957

MeasureDFAXVT

Fee0.28%0.06%

Cost on $10k a year$28$6

Yield2.48%1.55%

5 years, per year+9.4%+9.8%

3 years, per year+20.6%+20.9%

Worst drop · 1Y−11.1%−9.7%

Volatility · 1Y17.6%14.9%

5–1measures won
VT first

23.3%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAX, VT

Today

23.3%most shared, DFAX and VT

DFAXVT

DFAX—23.3%

VT23.3%—

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

Income After Fees on $10,000

$220most kept, DFAX

DFAX$248 − $28 = $220

VT$155 − $6 = $149

KeptFee

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