DFIS vs EWI

ADFIS

BEWI

Measures won3–2DFIS wins · of 6 · 5Y

$10,000 · 5Y$20,944EWI · VT $15,957

Lowest cost0.03%VEA · $3 on $10k

Most income3.17%EWI · $317 on $10k

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

Held in common0.7%DFIS and EWI

DFIS

EWI

Dimensional - International Small Cap ETF · $5.8BiShares MSCI Italy ETF · $1.3B

+21.2%3 years · per year$17,789 · $21,214+28.5%

[…]5 years · per year[…] · $20,944+15.9%

0.39%Expense ratio$39 · $50 on $10k · lower wins0.50%

2.21%12-mo yield$221 · $317 on $10k3.17%

−12.5%Worst dropSmaller wins−13.2%

16.0%VolatilityLower wins19.9%

3–2DFIS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFIS · EWI

0.3%PST.MI3.7%

0.2%IG.MI1.3%

0.1%BZU.MI1.0%

0.1%MONC.MI2.0%

Held in common0.7%

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

All Four

5Y4 funds

#
1	BEWI	iShares MSCI Italy ETFRead Desk	0.50%	3.17%	+4.8%	+11.2%	+18.3%	+28.5%	+15.9%	−13.2%	$1.3B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+2.8%	+10.9%	+18.8%	+21.2%	new	−12.5%	$5.8B

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

All Four

5Y4 funds

#
1	BEWI	iShares MSCI Italy ETFRead Desk	0.50%	3.17%	+4.8%	+11.2%	+18.3%	+28.5%	+15.9%	−13.2%	$1.3B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.55%	+2.6%	+11.3%	+14.3%	+20.9%	+9.8%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.44%	+2.9%	+12.9%	+18.8%	+20.5%	+9.2%	−11.6%	$231.6B
4	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.21%	+2.8%	+10.9%	+18.8%	+21.2%	new	−12.5%	$5.8B

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

DFIS vs EWI

DFIS

Dimensional - International Small Cap

[…]

EWI

iShares MSCI Italy

$20,944

MeasureDFISEWI

Fee0.39%0.50%

Cost on $10k a year$39$50

Yield2.21%3.17%

5 years, per year[…]+15.9%

3 years, per year+21.2%+28.5%

Worst drop · 1Y−12.5%−13.2%

Volatility · 1Y16.0%19.9%

3–2measures won
DFIS first

0.7%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+12.9%

IEFAiShares

+11.1%

+12.9%Year to date+11.1%

2.4%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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

Overlap: DFIS, EWI, VEA, VT

Today

23.3%most shared, VEA and VT

DFISEWIVEAVT

DFIS—0.7%8.0%0.8%

EWI0.7%—2.0%0.6%

VEA8.0%2.0%—23.3%

VT0.8%0.6%23.3%—

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

Income After Fees on $10,000

$267most kept, EWI

EWI$317 − $50 = $267

VEA$244 − $3 = $241

DFIS$221 − $39 = $182

VT$155 − $6 = $149

KeptFee

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