DFIV vs SCHF

ADFIV

BSCHF

Measures won4–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,506DFIV · SCHF $16,097

Lowest cost0.03%SCHF · $3 on $10k

Most income3.06%SCHF · $306 on $10k

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

Held in common31.1%DFIV and SCHF

DFIV

SCHF

Dimensional - International Value ETF · $22.1BSchwab International Equity ETF · $67.8B

+27.0%3 years · per year$20,484 · $18,389+22.5%

+15.4%5 years · per year$20,506 · $16,097+10.0%

0.27%Expense ratio$27 · $3 on $10k · lower wins0.03%

2.71%12-mo yield$271 · $306 on $10k3.06%

−9.7%Worst dropSmaller wins−11.5%

14.2%VolatilityLower wins17.8%

4–2DFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFIV · SCHF

1.1%SHEL.L1.1%

1.8%7203.T0.7%

2.3%TTE.PA0.6%

0.6%HSBA.L1.0%

Held in common31.1%

End-of-day Nov 4, 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%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.1B
2	BSCHF	Schwab International Equity ETFRead Desk		0.03%	3.06%	+2.1%	+15.1%	+19.5%	+22.5%	+10.0%	−11.5%	$67.8B

End-of-day Nov 4, 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%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.1B
2	BSCHF	Schwab International Equity ETFRead Desk		0.03%	3.06%	+2.1%	+15.1%	+19.5%	+22.5%	+10.0%	−11.5%	$67.8B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFIV vs SCHF

DFIV

Dimensional - International Value

$20,506

SCHF

Schwab International Equity

$16,097

MeasureDFIVSCHF

Fee0.27%0.03%

Cost on $10k a year$27$3

Yield2.71%3.06%

5 years, per year+15.4%+10.0%

3 years, per year+27.0%+22.5%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y14.2%17.8%

4–2measures won
DFIV first

31.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFIV, SCHF

Today

31.1%most shared, DFIV and SCHF

DFIVSCHF

DFIV—31.1%

SCHF31.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$303most kept, SCHF

SCHF$306 − $3 = $303

DFIV$271 − $27 = $244

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee