DFIV vs FDT

ADFIV

BFDT

Measures won4–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,865DFIV · FDT $16,864

Lowest cost0.27%DFIV · $27 on $10k

Most income3.11%FDT · $311 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

+26.2%3 years · per year$20,122 · $20,863+27.8%

+14.7%5 years · per year$19,865 · $16,864+11.0%

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

2.78%12-mo yield$278 · $311 on $10k3.11%

−9.7%Worst dropSmaller wins−13.4%

13.9%VolatilityLower wins21.5%

4–2DFIV wins

$10,000 · 5 yearsAll four, one 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 3, 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	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.78%	−0.6%	+14.8%	+24.6%	+26.2%	+14.7%	−9.7%	$22.1B
2	BFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk	0.80%	3.11%	−0.4%	+13.4%	+18.4%	+27.8%	+11.0%	−13.4%	$1.4B
3	FTAG	First Trust Indxx Global Agriculture ETFRead Desk	0.70%	1.18%	−0.3%	+10.3%	+14.8%	+8.2%	+1.0%	−10.8%	$14M
4	IBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.84%	+0.6%	+26.4%	+13.6%	new	new	−25.9%	$55M

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

All Four

5Y4 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.78%	−0.6%	+14.8%	+24.6%	+26.2%	+14.7%	−9.7%	$22.1B
2	BFDT	First Trust Developed Markets ex-US AlphaDEX FundRead Desk	0.80%	3.11%	−0.4%	+13.4%	+18.4%	+27.8%	+11.0%	−13.4%	$1.4B
3	FTAG	First Trust Indxx Global Agriculture ETFRead Desk	0.70%	1.18%	−0.3%	+10.3%	+14.8%	+8.2%	+1.0%	−10.8%	$14M
4	IBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.84%	+0.6%	+26.4%	+13.6%	new	new	−25.9%	$55M

End-of-day Nov 3, 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

$19,865

FDT

First Trust Developed Markets ex-US AlphaDEX Fund

$16,864

MeasureDFIVFDT

Fee0.27%0.80%

Cost on $10k a year$27$80

Yield2.78%3.11%

5 years, per year+14.7%+11.0%

3 years, per year+26.2%+27.8%

Worst drop · 1Y−9.7%−13.4%

Volatility · 1Y13.9%21.5%

4–2measures won
DFIV first

19.6%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFIV, FDT, FTAG, IBAT

Today

19.6%most shared, DFIV and FDT

DFIVFDTFTAGIBAT

DFIV—19.6%3.0%2.1%

FDT19.6%—1.3%1.7%

FTAG3.0%1.3%—6.9%

IBAT2.1%1.7%6.9%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$251most kept, DFIV

DFIV$278 − $27 = $251

FDT$311 − $80 = $231

FTAG$118 − $70 = $48

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee