EEM vs DFEM

AEEM

BDFEM

Measures won1–4DFEM wins · of 6 · 5Y

$10,000 · 5Y$13,431EEM

Lowest cost0.39%DFEM · $39 on $10k

Most income2.12%DFEM · $212 on $10k

Smallest drop−13.9%DFEM · worst fall in 1Y

Held in common54.2%EEM and DFEM

EEM

DFEM

iShares MSCI Emerging Markets ETF · $28.6BDimensional - Emerging Markets Core Equity 2 ETF · $8.9B

+21.5%3 years · per year$17,934 · $17,425+20.3%

+6.1%5 years · per year$13,431 · […][…]

0.72%Expense ratio$72 · $39 on $10k · lower wins0.39%

1.81%12-mo yield$181 · $212 on $10k2.12%

−14.3%Worst dropSmaller wins−13.9%

25.6%VolatilityLower wins23.5%

1–4DFEM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEEM · DFEM

15.4%2330.TW10.1%

6.9%005930.KS4.0%

5.2%000660.KS3.8%

2.8%0700.HK1.6%

Held in common54.2%

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	AEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.81%	+0.9%	+13.2%	+12.9%	+21.5%	+6.1%	−14.3%	$28.6B
2	BDFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk		0.39%	2.12%	+1.3%	+12.7%	+12.6%	+20.3%	new	−13.9%	$8.9B

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	AEEM	iShares MSCI Emerging Markets ETFRead Desk		0.72%	1.81%	+0.9%	+13.2%	+12.9%	+21.5%	+6.1%	−14.3%	$28.6B
2	BDFEM	Dimensional - Emerging Markets Core Equity 2 ETFRead Desk		0.39%	2.12%	+1.3%	+12.7%	+12.6%	+20.3%	new	−13.9%	$8.9B

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

EEM vs DFEM

EEM

iShares MSCI Emerging Markets

$13,431

DFEM

Dimensional - Emerging Markets Core Equity 2

[…]

MeasureEEMDFEM

Fee0.72%0.39%

Cost on $10k a year$72$39

Yield1.81%2.12%

5 years, per year+6.1%[…]

3 years, per year+21.5%+20.3%

Worst drop · 1Y−14.3%−13.9%

Volatility · 1Y25.6%23.5%

4–1measures won
DFEM first

54.2%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: EEM, DFEM

Today

54.2%most shared, EEM and DFEM

EEMDFEM

EEM—54.2%

DFEM54.2%—

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

Income After Fees on $10,000

$173most kept, DFEM

DFEM$212 − $39 = $173

EEM$181 − $72 = $109

KeptFee

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