DFIV vs IBAT

ADFIV

BIBAT

Measures won4–0DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,649VGT · DFIV $19,900

Lowest cost0.09%VGT · $9 on $10k

Most income2.80%DFIV · $280 on $10k

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

Held in common2.1%DFIV and IBAT

DFIV

IBAT

Dimensional - International Value ETF · $22.0BiShares Energy Storage & Materials ETF · $51M

+25.3%3 years · per year$19,675 · […][…]

+14.8%5 years · per year$19,900 · […][…]

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

2.80%12-mo yield$280 · $91 on $10k0.91%

−9.7%Worst dropSmaller wins−30.7%

14.3%VolatilityLower wins33.3%

4–0DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIV · IBAT

1.3%BAS.DE7.3%

0.3%3407.T3.9%

0.2%4188.T2.6%

0.1%3402.T0.4%

Held in common2.1%

End-of-day Nov 6, 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	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.0B
3	BIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.91%	+0.6%	+16.6%	+3.9%	new	new	−30.7%	$51M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VGT	Vanguard Information Technology ETFRead Desk	0.09%	0.44%	+1.4%	+15.6%	+12.1%	+28.6%	+15.6%	−17.5%	$154.5B
2	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.0B
3	BIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.91%	+0.6%	+16.6%	+3.9%	new	new	−30.7%	$51M

End-of-day Nov 6, 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

$19,900

IBAT

iShares Energy Storage & Materials

[…]

MeasureDFIVIBAT

Fee0.27%0.47%

Cost on $10k a year$27$47

Yield2.80%0.91%

5 years, per year+14.8%[…]

3 years, per year+25.3%[…]

Worst drop · 1Y−9.7%−30.7%

Volatility · 1Y14.3%33.3%

4–0measures won
DFIV first

2.1%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

XLK vs VGT

YTD

SPDRXLK

+14.8%

VGTVanguard

+15.6%

+14.8%Year to date+15.6%

0.08% · $8Fee · on $10k a year0.09% · $9

$117BAssets$155B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFIV, IBAT, VGT

Today

2.1%most shared, DFIV and IBAT

DFIVIBATVGT

DFIV—2.1%0.0%

IBAT2.1%—0.2%

VGT0.0%0.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$253most kept, DFIV

DFIV$280 − $27 = $253

IBAT$91 − $47 = $44

VGT$44 − $9 = $35

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee