DFIV vs IEFA

ADFIV

BIEFA

Measures won4–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,000DFIV · IEFA $14,620

Lowest cost0.07%IEFA · $7 on $10k

Most income3.44%IEFA · $344 on $10k

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

Held in common31.9%DFIV and IEFA

DFIV

IEFA

Dimensional - International Value ETF · $22.3BiShares Core MSCI EAFE ETF · $193B

+26.1%3 years · per year$20,050 · $16,931+19.2%

+14.9%5 years · per year$20,000 · $14,620+7.9%

0.27%Expense ratio$27 · $7 on $10k · lower wins0.07%

2.77%12-mo yield$277 · $344 on $10k3.44%

−9.7%Worst dropSmaller wins−11.5%

14.3%VolatilityLower wins16.2%

4–2DFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFIV · IEFA

1.1%SHEL.L1.2%

1.8%7203.T0.7%

2.2%TTE.PA0.7%

1.6%SAN.MC0.7%

Held in common31.9%

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%	$22.3B
2	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B

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%	$22.3B
2	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.44%	−3.0%	+8.5%	+13.5%	+19.2%	+7.9%	−11.5%	$193.1B

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 IEFA

DFIV

Dimensional - International Value

$20,000

IEFA

iShares Core MSCI EAFE

$14,620

MeasureDFIVIEFA

Fee0.27%0.07%

Cost on $10k a year$27$7

Yield2.77%3.44%

5 years, per year+14.9%+7.9%

3 years, per year+26.1%+19.2%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y14.3%16.2%

4–2measures won
DFIV first

31.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFIV, IEFA

Today

31.9%most shared, DFIV and IEFA

DFIVIEFA

DFIV—31.9%

IEFA31.9%—

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

Income After Fees on $10,000

$337most kept, IEFA

IEFA$344 − $7 = $337

DFIV$277 − $27 = $250

KeptFee

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