DFEV vs EEM

ADFEV

BEEM

Measures won5–0DFEV wins · of 6 · 5Y

$10,000 · 5Y$13,431EEM

Lowest cost0.46%DFEV · $46 on $10k

Most income2.26%DFEV · $226 on $10k

Smallest drop−13.9%DFEV · worst fall in 1Y

Held in common32.4%DFEV and EEM

DFEV

EEM

Dimensional - Emerging Markets Value ETF · $2.2BiShares MSCI Emerging Markets ETF · $28.3B

+23.4%3 years · per year$18,792 · $17,934+21.5%

[…]5 years · per year[…] · $13,431+6.1%

0.46%Expense ratio$46 · $72 on $10k · lower wins0.72%

2.26%12-mo yield$226 · $181 on $10k1.81%

−13.9%Worst dropSmaller wins−14.3%

22.3%VolatilityLower wins25.6%

5–0DFEV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFEV · EEM

4.7%000660.KS5.2%

1.1%2454.TW1.4%

2.5%0939.HK1.0%

0.9%005930.KS6.9%

Held in common32.4%

End-of-day Nov 4, 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	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.81%	+0.9%	+13.2%	+12.9%	+21.5%	+6.1%	−14.3%	$28.3B
2	ADFEV	Dimensional - Emerging Markets Value ETFRead Desk		0.46%	2.26%	+0.6%	+18.9%	+20.0%	+23.4%	new	−13.9%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.81%	+0.9%	+13.2%	+12.9%	+21.5%	+6.1%	−14.3%	$28.3B
2	ADFEV	Dimensional - Emerging Markets Value ETFRead Desk		0.46%	2.26%	+0.6%	+18.9%	+20.0%	+23.4%	new	−13.9%	$2.2B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFEV vs EEM

DFEV

Dimensional - Emerging Markets Value

[…]

EEM

iShares MSCI Emerging Markets

$13,431

MeasureDFEVEEM

Fee0.46%0.72%

Cost on $10k a year$46$72

Yield2.26%1.81%

5 years, per year[…]+6.1%

3 years, per year+23.4%+21.5%

Worst drop · 1Y−13.9%−14.3%

Volatility · 1Y22.3%25.6%

5–0measures won
DFEV first

32.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFEV, EEM

Today

32.4%most shared, DFEV and EEM

DFEVEEM

DFEV—32.4%

EEM32.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, DFEV

DFEV$226 − $46 = $180

EEM$181 − $72 = $109

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee