DFSB vs EMB

ADFSB

BEMB

Measures won4–1DFSB wins · of 6 · 5Y

$10,000 · 5Y$10,821EMB

Lowest cost0.24%DFSB · $24 on $10k

Most income5.41%DFSB · $541 on $10k

Smallest drop−3.9%DFSB · worst fall in 1Y

Held in common[…]DFSB and EMB

DFSB

EMB

Dimensional - Global Sustainability Fixed Income ETF · $770MiShares J.P. Morgan USD Emerging Markets Bond ETF · $13.6B

+5.9%3 years · per year$11,860 · $13,387+10.2%

[…]5 years · per year[…] · $10,821+1.6%

0.24%Expense ratio$24 · $39 on $10k · lower wins0.39%

5.41%12-mo yield$541 · $532 on $10k5.32%

−3.9%Worst dropSmaller wins−5.2%

4.3%VolatilityLower wins6.0%

4–1DFSB wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSB · EMB

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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	BEMB	iShares J.P. Morgan USD Emerging Markets Bond ETFRead Desk		0.39%	5.32%	+1.0%	+0.3%	+1.4%	+10.2%	+1.6%	−5.2%	$13.6B
2	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	+0.6%	+0.9%	+0.8%	+5.9%	new	−3.9%	$770M

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	BEMB	iShares J.P. Morgan USD Emerging Markets Bond ETFRead Desk		0.39%	5.32%	+1.0%	+0.3%	+1.4%	+10.2%	+1.6%	−5.2%	$13.6B
2	ADFSB	Dimensional - Global Sustainability Fixed Income ETFRead Desk		0.24%	5.41%	+0.6%	+0.9%	+0.8%	+5.9%	new	−3.9%	$770M

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

DFSB vs EMB

DFSB

Dimensional - Global Sustainability Fixed Income

[…]

EMB

iShares J.P. Morgan USD Emerging Markets Bond

$10,821

MeasureDFSBEMB

Fee0.24%0.39%

Cost on $10k a year$24$39

Yield5.41%5.32%

5 years, per year[…]+1.6%

3 years, per year+5.9%+10.2%

Worst drop · 1Y−3.9%−5.2%

Volatility · 1Y4.3%6.0%

4–1measures won
DFSB first

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFSB, EMB

Today

[…]holdings […]

DFSBEMB

DFSB—[…]

EMB[…]—

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

Income After Fees on $10,000

$517most kept, DFSB

DFSB$541 − $24 = $517

EMB$532 − $39 = $493

KeptFee

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