DFIV vs SCHF

ADFIV

BSCHF

Measures won4–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,000DFIV · SCHF $15,351

Lowest cost0.03%SCHF · $3 on $10k

Most income3.18%SCHF · $318 on $10k

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

Held in common31.2%DFIV and SCHF

DFIV

SCHF

Dimensional - International Value ETF · $22.3BSchwab International Equity ETF · $68.2B

+26.1%3 years · per year$20,050 · $17,665+20.9%

+14.9%5 years · per year$20,000 · $15,351+8.9%

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

2.77%12-mo yield$277 · $318 on $10k3.18%

−9.7%Worst dropSmaller wins−11.5%

14.3%VolatilityLower wins18.2%

4–2DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIV · SCHF

1.1%SHEL.L1.0%

1.8%7203.T0.7%

2.2%TTE.PA0.6%

0.6%HSBA.L1.1%

Held in common31.2%

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 Three

5Y3 funds

#
1	ADFIV	Dimensional - International Value ETFRead Desk	0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.3B
2	BSCHF	Schwab International Equity ETFRead Desk	0.03%	3.18%	−3.7%	+10.8%	+16.4%	+20.9%	+8.9%	−11.5%	$68.2B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.54%	−5.6%	+6.0%	+7.5%	+18.9%	+5.3%	−17.8%	$147.8B

End-of-day Nov 5, 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%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.3B
2	BSCHF	Schwab International Equity ETFRead Desk	0.03%	3.18%	−3.7%	+10.8%	+16.4%	+20.9%	+8.9%	−11.5%	$68.2B
3	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.54%	−5.6%	+6.0%	+7.5%	+18.9%	+5.3%	−17.8%	$147.8B

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 SCHF

DFIV

Dimensional - International Value

$20,000

SCHF

Schwab International Equity

$15,351

MeasureDFIVSCHF

Fee0.27%0.03%

Cost on $10k a year$27$3

Yield2.77%3.18%

5 years, per year+14.9%+8.9%

3 years, per year+26.1%+20.9%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y14.3%18.2%

4–2measures won
DFIV first

31.2%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+1.2%

IEMGiShares

+6.0%

+1.2%Year to date+6.0%

2.2%Yield2.5%

$125BAssets$148B

2–0IEMG wins

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, SCHF, IEMG

Today

31.2%most shared, DFIV and SCHF

DFIVSCHFIEMG

DFIV—31.2%0.0%

SCHF31.2%—8.6%

IEMG0.0%8.6%—

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

Income After Fees on $10,000

$315most kept, SCHF

SCHF$318 − $3 = $315

DFIV$277 − $27 = $250

IEMG$254 − $9 = $245

KeptFee

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