DFIV vs IBAT

ADFIV

BIBAT

Measures won4–0DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,185DFIV · IEFA $14,690

Lowest cost0.07%IEFA · $7 on $10k

Most income3.40%IEFA · $340 on $10k

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

Held in common2.1%DFIV and IBAT

Dimensional - International Value ETF · $22.4BiShares Energy Storage & Materials ETF · $54M

+25.5%3 years · per year$19,770 · […][…]

+15.1%5 years · per year$20,185 · […][…]

0.27%Expense ratio$27 · $47 on $10k · lower wins0.47%

2.75%12-mo yield$275 · $87 on $10k0.87%

Cards for this view

DFIV

Dimensional - International Value

$20,185

IBAT

iShares Energy Storage & Materials

[…]

MeasureDFIVIBAT

Fee0.27%0.47%

Cost on $10k a year$27$47

Yield2.75%0.87%

5 years, per year+15.1%[…]

3 years, per year+25.5%[…]

Worst drop · 1Y−9.7%−30.7%

Volatility · 1Y14.4%

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.75%	−0.2%	+16.1%	+22.1%	+25.5%	+15.1%	−9.7%	$22.4B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	BIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.87%	−1.5%	+22.7%	+11.0%	new	new	−30.7%	$54M

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.75%	−0.2%	+16.1%	+22.1%	+25.5%	+15.1%	−9.7%	$22.4B
2	IEFA	iShares Core MSCI EAFE ETFRead Desk	0.07%	3.40%	−0.7%	+9.9%	+12.2%	+18.5%	+8.0%	−11.5%	$192.4B
3	BIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.87%	−1.5%	+22.7%	+11.0%	new	new	−30.7%	$54M

Loading…