FNDF vs DFSI

AFNDF

BDFSI

Measures won3–2FNDF wins · of 6 · 5Y

$10,000 · 5Y$19,326FNDF

Lowest cost0.24%DFSI · $24 on $10k

Most income2.99%FNDF · $299 on $10k

Smallest drop−10.6%FNDF · worst fall in 1Y

Held in common39.2%FNDF and DFSI

FNDF

DFSI

Schwab Fundamental International Large Company Index ETF · $25.8BDimensional International Sustainability Core 1 ETF · $1.2B

+25.6%3 years · per year$19,830 · $18,001+21.6%

+14.1%5 years · per year$19,326 · […][…]

0.25%Expense ratio$25 · $24 on $10k · lower wins0.24%

2.99%12-mo yield$299 · $224 on $10k2.24%

−10.6%Worst dropSmaller wins−12.3%

16.4%VolatilityLower wins15.8%

3–2FNDF wins

$10,000 · 5 yearsOne scale

Shared top holdingsFNDF · DFSI

1.0%ROP.SW1.4%

0.6%ALV.DE0.6%

1.1%7203.T0.5%

0.5%RY.TO0.8%

Held in common39.2%

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	AFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.8B
2	BDFSI	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	AFNDF	Schwab Fundamental International Large Company Index ETFRead Desk		0.25%	2.99%	+2.2%	+21.8%	+28.6%	+25.6%	+14.1%	−10.6%	$25.8B
2	BDFSI	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

FNDF vs DFSI

FNDF

Schwab Fundamental International Large Company Index

$19,326

DFSI

Dimensional International Sustainability Core 1

[…]

MeasureFNDFDFSI

Fee0.25%0.24%

Cost on $10k a year$25$24

Yield2.99%2.24%

5 years, per year+14.1%[…]

3 years, per year+25.6%+21.6%

Worst drop · 1Y−10.6%−12.3%

Volatility · 1Y16.4%15.8%

3–2measures won
FNDF first

39.2%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: FNDF, DFSI

Today

39.2%most shared, FNDF and DFSI

FNDFDFSI

FNDF—39.2%

DFSI39.2%—

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

Income After Fees on $10,000

$274most kept, FNDF

FNDF$299 − $25 = $274

DFSI$224 − $24 = $200

KeptFee

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