DFIV vs VT

ADFIV

BVT

Measures won4–1DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,900DFIV · VT $15,649

Lowest cost0.06%VT · $6 on $10k

Most income2.80%DFIV · $280 on $10k

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

Held in common8.4%DFIV and VT

DFIV

Dimensional - International Value ETF · $22.0BVanguard Total World Stock ETF · $81.8B

+25.3%3 years · per year$19,675 · $17,563+20.7%

+14.8%5 years · per year$19,900 · $15,649+9.4%

0.27%Expense ratio$27 · $6 on $10k · lower wins0.06%

2.80%12-mo yield$280 · $159 on $10k1.59%

−9.7%Worst dropSmaller wins−9.7%

14.3%VolatilityLower wins14.7%

4–1DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFIV · VT

0.6%HSBA.L0.3%

1.0%SHEL.L0.2%

0.2%8306.T0.2%

1.6%SAN.MC0.2%

Held in common8.4%

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	BVT	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	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B

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	BVT	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	IEMG	iShares Core MSCI Emerging Markets ETFRead Desk	0.09%	2.49%	+2.1%	+8.3%	+8.8%	+19.3%	+6.0%	−17.8%	$142.1B

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 VT

DFIV

Dimensional - International Value

$19,900

Vanguard Total World Stock

$15,649

MeasureDFIVVT

Fee0.27%0.06%

Cost on $10k a year$27$6

Yield2.80%1.59%

5 years, per year+14.8%+9.4%

3 years, per year+25.3%+20.7%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.3%14.7%

4–1measures won
DFIV first

8.4%

holdings shared

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

VWO vs IEMG

YTD

VanguardVWO

+3.2%

IEMGiShares

+8.3%

+3.2%Year to date+8.3%

2.2%Yield2.5%

$125BAssets$142B

2–0IEMG wins

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFIV, VT, IEMG

Today

8.5%most shared, VT and IEMG

DFIVVTIEMG

DFIV—8.4%0.0%

VT8.4%—8.5%

IEMG0.0%8.5%—

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

Income After Fees on $10,000

$253most kept, DFIV

DFIV$280 − $27 = $253

IEMG$249 − $9 = $240

VT$159 − $6 = $153

KeptFee

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