DFIS vs IXUS

ADFIS

BIXUS

Measures won2–3IXUS wins · of 6 · 5Y

$10,000 · 5Y$15,576VT · VXUS $14,347

Lowest cost0.05%VXUS · $5 on $10k

Most income3.10%IXUS · $310 on $10k

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

Held in common5.0%DFIS and IXUS

DFIS

IXUS

Dimensional - International Small Cap ETF · $5.8BiShares Core MSCI Total International Stock ETF · $56.4B

+21.5%3 years · per year$17,934 · $17,187+19.8%

[…]5 years · per year[…] · $14,321+7.4%

0.39%Expense ratio$39 · $7 on $10k · lower wins0.07%

2.25%12-mo yield$225 · $310 on $10k3.10%

−12.5%Worst dropSmaller wins−11.4%

15.7%VolatilityLower wins17.9%

2–3IXUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFIS · IXUS

0.1%AV.L0.1%

0.3%PST.MI0.1%

0.1%KRZ.IR0.0%

0.4%VACN.SW0.0%

Held in common5.0%

End-of-day Nov 5, 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	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
3	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$56.4B
4	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.25%	−3.1%	+8.7%	+16.2%	+21.5%	new	−12.5%	$5.8B

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

All Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
3	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$56.4B
4	ADFIS	Dimensional - International Small Cap ETFRead Desk	0.39%	2.25%	−3.1%	+8.7%	+16.2%	+21.5%	new	−12.5%	$5.8B

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

Cards for this view

DFIS vs IXUS

DFIS

Dimensional - International Small Cap

[…]

IXUS

iShares Core MSCI Total International Stock

$14,321

MeasureDFISIXUS

Fee0.39%0.07%

Cost on $10k a year$39$7

Yield2.25%3.10%

5 years, per year[…]+7.4%

3 years, per year+21.5%+19.8%

Worst drop · 1Y−12.5%−11.4%

Volatility · 1Y15.7%17.9%

3–2measures won
IXUS first

5.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFIS, IXUS, VT, VXUS

Today

29.0%most shared, IXUS and VT

DFISIXUSVTVXUS

DFIS—5.0%0.8%23.0%

IXUS5.0%—29.0%8.1%

VT0.8%29.0%—0.6%

VXUS23.0%8.1%0.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$303most kept, IXUS

IXUS$310 − $7 = $303

VXUS$246 − $5 = $241

DFIS$225 − $39 = $186

VT$159 − $6 = $153

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee