DFSE vs AVEM

ADFSE

BAVEM

Measures won2–3AVEM wins · of 6 · 5Y

$10,000 · 5Y$14,511AVEM

Lowest cost0.33%AVEM · $33 on $10k

Most income2.93%AVEM · $293 on $10k

Smallest drop−17.1%DFSE · worst fall in 1Y

Held in common51.6%DFSE and AVEM

DFSE

AVEM

Dimensional Emerging Markets Sustainability Core 1 ETF · $581MAvantis Emerging Markets Equity ETF · $27.1B

+16.3%3 years · per year$15,738 · $17,565+20.7%

[…]5 years · per year[…] · $14,511+7.7%

0.44%Expense ratio$44 · $33 on $10k · lower wins0.33%

2.29%12-mo yield$229 · $293 on $10k2.93%

−17.1%Worst dropSmaller wins−17.7%

24.2%VolatilityLower wins25.4%

2–3AVEM wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSE · AVEM

8.1%2330.TW5.7%

4.1%000660.KS4.9%

2.7%SMSN.L5.1%

2.3%0700.HK1.6%

Held in common51.6%

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

Both

5Y2 funds

#			Trend
1	BAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.93%	−5.5%	+7.7%	+10.0%	+20.7%	+7.7%	−17.7%	$27.1B
2	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk		0.44%	2.29%	−6.1%	+2.1%	+3.2%	+16.3%	new	−17.1%	$581M

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

Both

5Y2 funds

#			Trend
1	BAVEM	Avantis Emerging Markets Equity ETFRead Desk		0.33%	2.93%	−5.5%	+7.7%	+10.0%	+20.7%	+7.7%	−17.7%	$27.1B
2	ADFSE	Dimensional Emerging Markets Sustainability Core 1 ETFRead Desk		0.44%	2.29%	−6.1%	+2.1%	+3.2%	+16.3%	new	−17.1%	$581M

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

DFSE vs AVEM

DFSE

Dimensional Emerging Markets Sustainability Core 1

[…]

AVEM

Avantis Emerging Markets Equity

$14,511

MeasureDFSEAVEM

Fee0.44%0.33%

Cost on $10k a year$44$33

Yield2.29%2.93%

5 years, per year[…]+7.7%

3 years, per year+16.3%+20.7%

Worst drop · 1Y−17.1%−17.7%

Volatility · 1Y24.2%25.4%

3–2measures won
AVEM first

51.6%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFSE, AVEM

Today

51.6%most shared, DFSE and AVEM

DFSEAVEM

DFSE—51.6%

AVEM51.6%—

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

Income After Fees on $10,000

$260most kept, AVEM

AVEM$293 − $33 = $260

DFSE$229 − $44 = $185

KeptFee

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