DFIV vs IBAT

ADFIV

BIBAT

Measures won4–0DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,506DFIV · VEA $15,893

Lowest cost0.03%VEA · $3 on $10k

Most income2.71%DFIV · $271 on $10k

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

Held in common2.1%DFIV and IBAT

DFIV

IBAT

Dimensional - International Value ETF · $22.3BiShares Energy Storage & Materials ETF · $55M

+27.0%3 years · per year$20,484 · […][…]

+15.4%5 years · per year$20,506 · […][…]

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

2.71%12-mo yield$271 · $84 on $10k0.84%

−9.7%Worst dropSmaller wins−25.9%

14.2%VolatilityLower wins32.1%

4–0DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIV · IBAT

1.3%BAS.DE6.5%

0.3%3407.T3.6%

0.2%4188.T2.7%

0.1%3402.T0.4%

Held in common2.1%

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

All Three

5Y3 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.3B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	BIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.84%	+0.8%	+27.5%	+13.5%	new	new	−25.9%	$55M

End-of-day Nov 4, 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%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.3B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	BIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.84%	+0.8%	+27.5%	+13.5%	new	new	−25.9%	$55M

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 IBAT

DFIV

Dimensional - International Value

$20,506

IBAT

iShares Energy Storage & Materials

[…]

MeasureDFIVIBAT

Fee0.27%0.47%

Cost on $10k a year$27$47

Yield2.71%0.84%

5 years, per year+15.4%[…]

3 years, per year+27.0%[…]

Worst drop · 1Y−9.7%−25.9%

Volatility · 1Y14.2%32.1%

4–0measures won
DFIV first

2.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFIV, IBAT, VEA

Today

27.8%most shared, DFIV and VEA

DFIVIBATVEA

DFIV—2.1%27.8%

IBAT2.1%—2.0%

VEA27.8%2.0%—

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

VEA$241 − $3 = $238

IBAT$84 − $47 = $37

KeptFee

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