DFSI vs EFA

ADFSI

BEFA

Measures won3–2DFSI wins · of 6 · 5Y

$10,000 · 5Y$14,850EFA

Lowest cost0.24%DFSI · $24 on $10k

Most income3.28%EFA · $328 on $10k

Smallest drop−11.4%EFA · worst fall in 1Y

Held in common46.1%DFSI and EFA

DFSI

EFA

Dimensional International Sustainability Core 1 ETF · $1.2BiShares MSCI EAFE ETF · $76.1B

+20.6%3 years · per year$17,525 · $16,864+19.0%

[…]5 years · per year[…] · $14,850+8.2%

0.24%Expense ratio$24 · $32 on $10k · lower wins0.32%

2.29%12-mo yield$229 · $328 on $10k3.28%

−12.3%Worst dropSmaller wins−11.4%

15.9%VolatilityLower wins16.3%

3–2DFSI wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSI · EFA

1.4%ROP.SW1.6%

1.0%6098.T0.7%

0.7%ALV.DE0.9%

0.7%SU.PA0.7%

Held in common46.1%

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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.29%	−2.2%	+7.3%	+13.5%	+20.6%	new	−12.3%	$1.2B

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	BEFA	iShares MSCI EAFE ETFRead Desk		0.32%	3.28%	−2.9%	+8.6%	+13.5%	+19.0%	+8.2%	−11.4%	$76.1B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.29%	−2.2%	+7.3%	+13.5%	+20.6%	new	−12.3%	$1.2B

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

DFSI vs EFA

DFSI

Dimensional International Sustainability Core 1

[…]

EFA

iShares MSCI EAFE

$14,850

MeasureDFSIEFA

Fee0.24%0.32%

Cost on $10k a year$24$32

Yield2.29%3.28%

5 years, per year[…]+8.2%

3 years, per year+20.6%+19.0%

Worst drop · 1Y−12.3%−11.4%

Volatility · 1Y15.9%16.3%

3–2measures won
DFSI first

46.1%

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: DFSI, EFA

Today

46.1%most shared, DFSI and EFA

DFSIEFA

DFSI—46.1%

EFA46.1%—

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

Income After Fees on $10,000

$296most kept, EFA

EFA$328 − $32 = $296

DFSI$229 − $24 = $205

KeptFee

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