DFIV vs EFA

ADFIV

BEFA

Measures won5–1DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,000DFIV · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income3.28%EFA · $328 on $10k

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

Held in common33.3%DFIV and EFA

DFIV

EFA

Dimensional - International Value ETF · $22.5BiShares MSCI EAFE ETF · $76.1B

+26.1%3 years · per year$20,050 · $16,864+19.0%

+14.9%5 years · per year$20,000 · $14,850+8.2%

0.27%Expense ratio$27 · $32 on $10k · lower wins0.32%

2.77%12-mo yield$277 · $328 on $10k3.28%

−9.7%Worst dropSmaller wins−11.4%

14.3%VolatilityLower wins16.3%

5–1DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIV · EFA

1.1%SHEL.L1.4%

1.8%7203.T0.8%

2.2%TTE.PA0.8%

1.6%SAN.MC0.8%

Held in common33.3%

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 Three

5Y3 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.5B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

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

All Three

5Y3 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.5B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BEFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B

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

DFIV vs EFA

DFIV

Dimensional - International Value

$20,000

EFA

iShares MSCI EAFE

$14,850

MeasureDFIVEFA

Fee0.27%0.32%

Cost on $10k a year$27$32

Yield2.77%3.28%

5 years, per year+14.9%+8.2%

3 years, per year+26.1%+19.0%

Worst drop · 1Y−9.7%−11.4%

Volatility · 1Y14.3%16.3%

5–1measures won
DFIV first

33.3%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 5, 2026

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

Overlap: DFIV, EFA, VEA

Today

63.4%most shared, EFA and VEA

DFIVEFAVEA

DFIV—33.3%27.9%

EFA33.3%—63.4%

VEA27.9%63.4%—

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

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

DFIV$277 − $27 = $250

VEA$250 − $3 = $247

KeptFee

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