DFIS vs EFA

ADFIS

BEFA

Measures won2–3EFA wins · of 6 · 5Y

$10,000 · 5Y$14,818EFA

Lowest cost0.32%EFA · $32 on $10k

Most income3.30%EFA · $330 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common2.8%DFIS and EFA

DFIS

EFA

Dimensional - International Small Cap ETF · $5.8BiShares MSCI EAFE ETF · $76.1B

+21.0%3 years · per year$17,712 · $16,576+18.3%

[…]5 years · per year[…] · $14,818+8.2%

0.39%Expense ratio$39 · $32 on $10k · lower wins0.32%

2.27%12-mo yield$227 · $330 on $10k3.30%

−12.5%Worst dropSmaller wins−11.4%

15.8%VolatilityLower wins16.3%

2–3EFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFIS · EFA

0.3%PST.MI0.1%

0.1%KRZ.IR0.1%

0.2%SOON.SW0.1%

0.3%VACN.SW0.1%

Held in common2.8%

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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
2	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.8B

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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
2	ADFIS	Dimensional - International Small Cap ETFRead Desk		0.39%	2.27%	−0.7%	+7.9%	+15.0%	+21.0%	new	−12.5%	$5.8B

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

DFIS vs EFA

DFIS

Dimensional - International Small Cap

[…]

EFA

iShares MSCI EAFE

$14,818

MeasureDFISEFA

Fee0.39%0.32%

Cost on $10k a year$39$32

Yield2.27%3.30%

5 years, per year[…]+8.2%

3 years, per year+21.0%+18.3%

Worst drop · 1Y−12.5%−11.4%

Volatility · 1Y15.8%16.3%

3–2measures won
EFA first

2.8%

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: DFIS, EFA

Today

2.8%most shared, DFIS and EFA

DFISEFA

DFIS—2.8%

EFA2.8%—

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

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

DFIS$227 − $39 = $188

KeptFee

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