DFSI vs VT

ADFSI

BVT

Measures won1–4VT wins · of 6 · 5Y

$10,000 · 5Y$15,576VT · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income2.50%VEA · $250 on $10k

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

Held in common13.7%DFSI and VT

DFSI

Dimensional International Sustainability Core 1 ETF · $1.2BVanguard Total World Stock ETF · $81.8B

+20.6%3 years · per year$17,525 · $17,695+21.0%

[…]5 years · per year[…] · $15,576+9.3%

0.24%Expense ratio$24 · $6 on $10k · lower wins0.06%

2.29%12-mo yield$229 · $159 on $10k1.59%

−12.3%Worst dropSmaller wins−9.7%

15.9%VolatilityLower wins14.7%

1–4VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFSI · VT

0.8%RY.TO0.2%

1.4%ROP.SW0.2%

0.3%8306.T0.2%

0.2%HSBA.L0.3%

Held in common13.7%

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 Three

5Y3 funds

#
1	BVT	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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	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 Three

5Y3 funds

#
1	BVT	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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	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 VT

DFSI

Dimensional International Sustainability Core 1

[…]

Vanguard Total World Stock

$15,576

MeasureDFSIVT

Fee0.24%0.06%

Cost on $10k a year$24$6

Yield2.29%1.59%

5 years, per year[…]+9.3%

3 years, per year+20.6%+21.0%

Worst drop · 1Y−12.3%−9.7%

Volatility · 1Y15.9%14.7%

4–1measures won
VT first

13.7%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$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%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFSI, VT, VEA

Today

45.2%most shared, DFSI and VEA

DFSIVTVEA

DFSI—13.7%45.2%

VT13.7%—23.3%

VEA45.2%23.3%—

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

Income After Fees on $10,000

$247most kept, VEA

VEA$250 − $3 = $247

DFSI$229 − $24 = $205

VT$159 − $6 = $153

KeptFee

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