DFSI vs IXUS

ADFSI

BIXUS

Measures won2–3IXUS wins · of 6 · 5Y

$10,000 · 5Y$15,576VT · VXUS $14,347

Lowest cost0.05%VXUS · $5 on $10k

Most income3.10%IXUS · $310 on $10k

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

Held in common37.9%DFSI and IXUS

DFSI

IXUS

Dimensional International Sustainability Core 1 ETF · $1.2BiShares Core MSCI Total International Stock ETF · $56.4B

+20.6%3 years · per year$17,525 · $17,187+19.8%

[…]5 years · per year[…] · $14,321+7.4%

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

2.29%12-mo yield$229 · $310 on $10k3.10%

−12.3%Worst dropSmaller wins−11.4%

15.9%VolatilityLower wins17.9%

2–3IXUS wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFSI · IXUS

1.4%ROP.SW0.8%

0.8%RY.TO0.7%

0.5%SAP.DE0.6%

0.5%SIE.DE0.5%

Held in common37.9%

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

All Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
3	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$56.4B
4	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

All Four

5Y4 funds

#
1	VT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
3	BIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.10%	−3.7%	+8.2%	+12.4%	+19.8%	+7.4%	−11.4%	$56.4B
4	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 IXUS

DFSI

Dimensional International Sustainability Core 1

[…]

IXUS

iShares Core MSCI Total International Stock

$14,321

MeasureDFSIIXUS

Fee0.24%0.07%

Cost on $10k a year$24$7

Yield2.29%3.10%

5 years, per year[…]+7.4%

3 years, per year+20.6%+19.8%

Worst drop · 1Y−12.3%−11.4%

Volatility · 1Y15.9%17.9%

3–2measures won
IXUS first

37.9%

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, IXUS, VT, VXUS

Today

37.9%most shared, DFSI and IXUS

DFSIIXUSVTVXUS

DFSI—37.9%13.7%12.7%

IXUS37.9%—29.0%8.1%

VT13.7%29.0%—0.6%

VXUS12.7%8.1%0.6%—

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

Income After Fees on $10,000

$303most kept, IXUS

IXUS$310 − $7 = $303

VXUS$246 − $5 = $241

DFSI$229 − $24 = $205

VT$159 − $6 = $153

KeptFee

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