DFIV vs IBAT

ADFIV

BIBAT

Measures won4–0DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,900DFIV · VEA $15,197

Lowest cost0.03%VEA · $3 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 · $22.5BiShares Energy Storage & Materials ETF · $50M

+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 four, 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 Four

5Y4 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.5B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	BIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.91%	+0.6%	+16.6%	+3.9%	new	new	−30.7%	$50M

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

All Four

5Y4 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.5B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.45%	+0.1%	+8.1%	+11.6%	+19.2%	+7.7%	−11.3%	$163.2B
4	BIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.91%	+0.6%	+16.6%	+3.9%	new	new	−30.7%	$50M

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

VXUS vs IXUS

YTD

VanguardVXUS

+8.1%

IXUSiShares

+8.2%

+8.1%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 6, 2026

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

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

Overlap: DFIV, IBAT, VXUS, VEA

Today

65.3%most shared, VXUS and VEA

DFIVIBATVXUSVEA

DFIV—2.1%21.1%27.8%

IBAT2.1%—1.8%2.0%

VXUS21.1%1.8%—65.3%

VEA27.8%2.0%65.3%—

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

VEA$251 − $3 = $248

VXUS$245 − $5 = $240

IBAT$91 − $47 = $44

KeptFee

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