DFIV vs FDT

ADFIV

BFDT

Measures won4–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,506DFIV · FDT $17,386

Lowest cost0.27%DFIV · $27 on $10k

Most income3.03%FDT · $303 on $10k

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

Held in common19.6%DFIV and FDT

DFIV

FDT

Dimensional - International Value ETF · $22.1BFirst Trust Developed Markets ex-US AlphaDEX Fund · $1.4B

+27.0%3 years · per year$20,484 · $21,163+28.4%

+15.4%5 years · per year$20,506 · $17,386+11.7%

0.27%Expense ratio$27 · $80 on $10k · lower wins0.80%

2.71%12-mo yield$271 · $303 on $10k3.03%

−9.7%Worst dropSmaller wins−13.4%

14.2%VolatilityLower wins21.6%

4–2DFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFIV · FDT

1.3%BAS.DE0.6%

0.9%REP.MC0.6%

0.5%5020.T0.6%

0.5%1605.T0.5%

Held in common19.6%

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	ADFIV	Dimensional - International Value ETFRead Desk		0.27%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.1B
2	BFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.03%	+2.3%	+16.1%	+20.9%	+28.4%	+11.7%	−13.4%	$1.4B

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	ADFIV	Dimensional - International Value ETFRead Desk		0.27%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.1B
2	BFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk		0.80%	3.03%	+2.3%	+16.1%	+20.9%	+28.4%	+11.7%	−13.4%	$1.4B

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

DFIV vs FDT

DFIV

Dimensional - International Value

$20,506

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$17,386

MeasureDFIVFDT

Fee0.27%0.80%

Cost on $10k a year$27$80

Yield2.71%3.03%

5 years, per year+15.4%+11.7%

3 years, per year+27.0%+28.4%

Worst drop · 1Y−9.7%−13.4%

Volatility · 1Y14.2%21.6%

4–2measures won
DFIV first

19.6%

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: DFIV, FDT

Today

19.6%most shared, DFIV and FDT

DFIVFDT

DFIV—19.6%

FDT19.6%—

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

Income After Fees on $10,000

$244most kept, DFIV

DFIV$271 − $27 = $244

FDT$303 − $80 = $223

KeptFee

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