DFIV vs SCHF

ADFIV

BSCHF

Measures won4–2DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,900DFIV · VT $15,649

Lowest cost0.03%SCHF · $3 on $10k

Most income3.19%SCHF · $319 on $10k

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

Held in common31.5%DFIV and SCHF

DFIV

SCHF

Dimensional - International Value ETF · $22.0BSchwab International Equity ETF · $65.8B

+25.3%3 years · per year$19,675 · $17,419+20.3%

+14.8%5 years · per year$19,900 · $15,397+9.0%

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

2.80%12-mo yield$280 · $319 on $10k3.19%

−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

1.0%SHEL.L1.0%

2.1%7203.T0.8%

2.2%TTE.PA0.6%

0.6%HSBA.L1.0%

Held in common31.5%

End-of-day Nov 6, 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%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.0B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	BSCHF	Schwab International Equity ETFRead Desk	0.03%	3.19%	−0.3%	+10.4%	+15.3%	+20.3%	+9.0%	−11.5%	$65.8B

End-of-day Nov 6, 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%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.0B
2	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	BSCHF	Schwab International Equity ETFRead Desk	0.03%	3.19%	−0.3%	+10.4%	+15.3%	+20.3%	+9.0%	−11.5%	$65.8B

End-of-day Nov 6, 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

$19,900

SCHF

Schwab International Equity

$15,397

MeasureDFIVSCHF

Fee0.27%0.03%

Cost on $10k a year$27$3

Yield2.80%3.19%

5 years, per year+14.8%+9.0%

3 years, per year+25.3%+20.3%

Worst drop · 1Y−9.7%−11.5%

Volatility · 1Y14.3%18.2%

4–2measures won
DFIV first

31.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFIV, SCHF, VT

Today

31.5%most shared, DFIV and SCHF

DFIVSCHFVT

DFIV—31.5%8.4%

SCHF31.5%—22.6%

VT8.4%22.6%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$316most kept, SCHF

SCHF$319 − $3 = $316

DFIV$280 − $27 = $253

VT$159 − $6 = $153

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee