DFIV vs FNDF

ADFIV

BFNDF

Measures won4–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,000DFIV · FNDF $19,326

Lowest cost0.06%VT · $6 on $10k

Most income2.99%FNDF · $299 on $10k

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

Held in common41.4%DFIV and FNDF

DFIV

FNDF

Dimensional - International Value ETF · $22.3BSchwab Fundamental International Large Company Index ETF · $25.9B

+26.1%3 years · per year$20,050 · $19,830+25.6%

+14.9%5 years · per year$20,000 · $19,326+14.1%

0.27%Expense ratio$27 · $25 on $10k · lower wins0.25%

2.77%12-mo yield$277 · $299 on $10k2.99%

−9.7%Worst dropSmaller wins−10.6%

14.3%VolatilityLower wins16.4%

4–2DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIV · FNDF

2.2%TTE.PA1.8%

1.8%7203.T1.1%

1.1%SHEL.L2.9%

1.6%SAN.MC0.7%

Held in common41.4%

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%	$22.3B
2	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
3	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

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%	$22.3B
2	BFNDF	Schwab Fundamental International Large Company Index ETFRead Desk	0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.9B
3	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

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 FNDF

DFIV

Dimensional - International Value

$20,000

FNDF

Schwab Fundamental International Large Company Index

$19,326

MeasureDFIVFNDF

Fee0.27%0.25%

Cost on $10k a year$27$25

Yield2.77%2.99%

5 years, per year+14.9%+14.1%

3 years, per year+26.1%+25.6%

Worst drop · 1Y−9.7%−10.6%

Volatility · 1Y14.3%16.4%

4–2measures won
DFIV first

41.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFIV, FNDF, VT

Today

41.4%most shared, DFIV and FNDF

DFIVFNDFVT

DFIV—41.4%8.4%

FNDF41.4%—20.0%

VT8.4%20.0%—

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

Income After Fees on $10,000

$274most kept, FNDF

FNDF$299 − $25 = $274

DFIV$277 − $27 = $250

VT$159 − $6 = $153

KeptFee

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