IBAT vs DFIV

AIBAT

BDFIV

Measures won0–4DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,865DFIV

Lowest cost0.27%DFIV · $27 on $10k

Most income2.78%DFIV · $278 on $10k

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

Held in common2.1%IBAT and DFIV

IBAT

DFIV

iShares Energy Storage & Materials ETF · $55MDimensional - International Value ETF · $22.1B

[…]3 years · per year[…] · $20,122+26.2%

[…]5 years · per year[…] · $19,865+14.7%

0.47%Expense ratio$47 · $27 on $10k · lower wins0.27%

0.84%12-mo yield$84 · $278 on $10k2.78%

−25.9%Worst dropSmaller wins−9.7%

32.1%VolatilityLower wins13.9%

0–4DFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIBAT · DFIV

6.5%BAS.DE1.3%

3.7%3407.T0.3%

2.7%4188.T0.2%

0.4%3402.T0.1%

Held in common2.1%

End-of-day Nov 3, 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	BDFIV	Dimensional - International Value ETFRead Desk		0.27%	2.78%	−0.6%	+14.8%	+24.6%	+26.2%	+14.7%	−9.7%	$22.1B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.84%	+0.6%	+26.4%	+13.6%	new	new	−25.9%	$55M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BDFIV	Dimensional - International Value ETFRead Desk		0.27%	2.78%	−0.6%	+14.8%	+24.6%	+26.2%	+14.7%	−9.7%	$22.1B
2	AIBAT	iShares Energy Storage & Materials ETFRead Desk		0.47%	0.84%	+0.6%	+26.4%	+13.6%	new	new	−25.9%	$55M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IBAT vs DFIV

IBAT

iShares Energy Storage & Materials

[…]

DFIV

Dimensional - International Value

$19,865

MeasureIBATDFIV

Fee0.47%0.27%

Cost on $10k a year$47$27

Yield0.84%2.78%

5 years, per year[…]+14.7%

3 years, per year[…]+26.2%

Worst drop · 1Y−25.9%−9.7%

Volatility · 1Y32.1%13.9%

4–0measures won
DFIV first

2.1%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: IBAT, DFIV

Today

2.1%most shared, IBAT and DFIV

IBATDFIV

IBAT—2.1%

DFIV2.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$251most kept, DFIV

DFIV$278 − $27 = $251

IBAT$84 − $47 = $37

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee