DFIV vs FTAG

ADFIV

BFTAG

Measures won6–0DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,000DFIV · FTAG $10,674

Lowest cost0.27%DFIV · $27 on $10k

Most income2.77%DFIV · $277 on $10k

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

Held in common3.1%DFIV and FTAG

DFIV

FTAG

Dimensional - International Value ETF · $22.5BFirst Trust Indxx Global Agriculture ETF · $14M

+26.1%3 years · per year$20,050 · $12,754+8.4%

+14.9%5 years · per year$20,000 · $10,674+1.3%

0.27%Expense ratio$27 · $70 on $10k · lower wins0.70%

2.77%12-mo yield$277 · $116 on $10k1.16%

−9.7%Worst dropSmaller wins−10.8%

14.3%VolatilityLower wins14.9%

6–0DFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFIV · FTAG

1.3%BAS.DE10.0%

1.1%BAYN.DE11.1%

0.4%6326.T3.9%

0.2%NTR.TO4.2%

Held in common3.1%

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

Both

5Y2 funds

#			Trend
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	BFTAG	First Trust Indxx Global Agriculture ETFRead Desk		0.70%	1.16%	−0.9%	+11.9%	+16.7%	+8.4%	+1.3%	−10.8%	$14M

End-of-day Nov 5, 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%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.5B
2	BFTAG	First Trust Indxx Global Agriculture ETFRead Desk		0.70%	1.16%	−0.9%	+11.9%	+16.7%	+8.4%	+1.3%	−10.8%	$14M

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 FTAG

DFIV

Dimensional - International Value

$20,000

FTAG

First Trust Indxx Global Agriculture

$10,674

MeasureDFIVFTAG

Fee0.27%0.70%

Cost on $10k a year$27$70

Yield2.77%1.16%

5 years, per year+14.9%+1.3%

3 years, per year+26.1%+8.4%

Worst drop · 1Y−9.7%−10.8%

Volatility · 1Y14.3%14.9%

6–0measures won
DFIV first

3.1%

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: DFIV, FTAG

Today

3.1%most shared, DFIV and FTAG

DFIVFTAG

DFIV—3.1%

FTAG3.1%—

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

Income After Fees on $10,000

$250most kept, DFIV

DFIV$277 − $27 = $250

FTAG$116 − $70 = $46

KeptFee

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