DFIV vs IXUS

ADFIV

BIXUS

Measures won4–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,865DFIV · VXUS $14,633

Lowest cost0.05%VXUS · $5 on $10k

Most income3.04%IXUS · $304 on $10k

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

Held in common22.8%DFIV and IXUS

DFIV

IXUS

Dimensional - International Value ETF · $22.1BiShares Core MSCI Total International Stock ETF · $57.0B

+26.2%3 years · per year$20,122 · $17,722+21.0%

+14.7%5 years · per year$19,865 · $14,618+7.9%

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

2.78%12-mo yield$278 · $304 on $10k3.04%

−9.7%Worst dropSmaller wins−11.4%

13.9%VolatilityLower wins17.4%

4–2DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIV · IXUS

1.1%SHEL.L0.8%

0.6%HSBA.L0.7%

2.3%TTE.PA0.4%

1.8%7203.T0.4%

Held in common22.8%

End-of-day Nov 3, 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%	2.78%	−0.6%	+14.8%	+24.6%	+26.2%	+14.7%	−9.7%	$22.1B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.41%	−0.4%	+9.8%	+13.1%	+20.7%	+7.9%	−11.3%	$163.2B
3	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.04%	−0.5%	+10.2%	+13.2%	+21.0%	+7.9%	−11.4%	$57.0B

End-of-day Nov 3, 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%	2.78%	−0.6%	+14.8%	+24.6%	+26.2%	+14.7%	−9.7%	$22.1B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.41%	−0.4%	+9.8%	+13.1%	+20.7%	+7.9%	−11.3%	$163.2B
3	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.04%	−0.5%	+10.2%	+13.2%	+21.0%	+7.9%	−11.4%	$57.0B

End-of-day Nov 3, 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

$19,865

IXUS

iShares Core MSCI Total International Stock

$14,618

MeasureDFIVIXUS

Fee0.27%0.07%

Cost on $10k a year$27$7

Yield2.78%3.04%

5 years, per year+14.7%+7.9%

3 years, per year+26.2%+21.0%

Worst drop · 1Y−9.7%−11.4%

Volatility · 1Y13.9%17.4%

4–2measures won
DFIV first

22.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFIV, IXUS, VXUS

Today

78.5%most shared, IXUS and VXUS

DFIVIXUSVXUS

DFIV—22.8%21.1%

IXUS22.8%—78.5%

VXUS21.1%78.5%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$297most kept, IXUS

IXUS$304 − $7 = $297

DFIV$278 − $27 = $251

VXUS$241 − $5 = $236

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee