DFSI vs IEFA

ADFSI

BIEFA

Measures won2–3IEFA wins · of 6 · 5Y

$10,000 · 5Y$15,228IEFA

Lowest cost0.07%IEFA · $7 on $10k

Most income3.34%IEFA · $334 on $10k

Smallest drop−11.5%IEFA · worst fall in 1Y

Held in common51.6%DFSI and IEFA

DFSI

IEFA

Dimensional International Sustainability Core 1 ETF · $1.2BiShares Core MSCI EAFE ETF · $193B

+21.6%3 years · per year$18,001 · $17,523+20.6%

[…]5 years · per year[…] · $15,228+8.8%

0.24%Expense ratio$24 · $7 on $10k · lower wins0.07%

2.24%12-mo yield$224 · $334 on $10k3.34%

−12.3%Worst dropSmaller wins−11.5%

15.8%VolatilityLower wins16.0%

2–3IEFA wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFSI · IEFA

1.4%ROP.SW1.3%

0.6%ALV.DE0.8%

0.6%6857.T0.7%

1.0%6098.T0.6%

Held in common51.6%

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	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.24%	+2.5%	+9.7%	+14.8%	+21.6%	new	−12.3%	$1.2B

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	BIEFA	iShares Core MSCI EAFE ETFRead Desk		0.07%	3.34%	+2.5%	+11.9%	+15.8%	+20.6%	+8.8%	−11.5%	$193.1B
2	ADFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.24%	+2.5%	+9.7%	+14.8%	+21.6%	new	−12.3%	$1.2B

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

DFSI vs IEFA

DFSI

Dimensional International Sustainability Core 1

[…]

IEFA

iShares Core MSCI EAFE

$15,228

MeasureDFSIIEFA

Fee0.24%0.07%

Cost on $10k a year$24$7

Yield2.24%3.34%

5 years, per year[…]+8.8%

3 years, per year+21.6%+20.6%

Worst drop · 1Y−12.3%−11.5%

Volatility · 1Y15.8%16.0%

3–2measures won
IEFA first

51.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

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

Overlap: DFSI, IEFA

Today

51.6%most shared, DFSI and IEFA

DFSIIEFA

DFSI—51.6%

IEFA51.6%—

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

Income After Fees on $10,000

$327most kept, IEFA

IEFA$334 − $7 = $327

DFSI$224 − $24 = $200

KeptFee

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