DFIV vs IXUS

ADFIV

BIXUS

Measures won4–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,000DFIV · VT $15,576

Lowest cost0.05%VXUS · $5 on $10k

Most income3.10%IXUS · $310 on $10k

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

Held in common23.0%DFIV and IXUS

DFIV

IXUS

Dimensional - International Value ETF · $22.5BiShares Core MSCI Total International Stock ETF · $56.4B

+26.1%3 years · per year$20,050 · $17,187+19.8%

+14.9%5 years · per year$20,000 · $14,321+7.4%

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

2.77%12-mo yield$277 · $310 on $10k3.10%

−9.7%Worst dropSmaller wins−11.4%

14.3%VolatilityLower wins17.9%

4–2DFIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFIV · IXUS

1.1%SHEL.L0.7%

0.6%HSBA.L0.7%

1.8%7203.T0.4%

2.2%TTE.PA0.4%

Held in common23.0%

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

All Four

5Y4 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.5B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
4	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$56.4B

End-of-day Nov 5, 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%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.5B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
4	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$56.4B

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 IXUS

DFIV

Dimensional - International Value

$20,000

IXUS

iShares Core MSCI Total International Stock

$14,322

MeasureDFIVIXUS

Fee0.27%0.07%

Cost on $10k a year$27$7

Yield2.77%3.10%

5 years, per year+14.9%+7.4%

3 years, per year+26.1%+19.8%

Worst drop · 1Y−9.7%−11.4%

Volatility · 1Y14.3%17.9%

4–2measures won
DFIV first

23.0%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFIV, IXUS, VT, VXUS

Today

29.0%most shared, IXUS and VT

DFIVIXUSVTVXUS

DFIV—23.0%8.4%7.0%

IXUS23.0%—29.0%8.1%

VT8.4%29.0%—0.6%

VXUS7.0%8.1%0.6%—

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

Income After Fees on $10,000

$303most kept, IXUS

IXUS$310 − $7 = $303

DFIV$277 − $27 = $250

VXUS$246 − $5 = $241

VT$159 − $6 = $153

KeptFee

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