IBAT vs DFIV

AIBAT

BDFIV

Measures won0–4DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,506DFIV · VEA $15,893

Lowest cost0.03%VEA · $3 on $10k

Most income2.71%DFIV · $271 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 · $22.3B

[…]3 years · per year[…] · $20,484+27.0%

[…]5 years · per year[…] · $20,506+15.4%

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

0.84%12-mo yield$84 · $271 on $10k2.71%

−25.9%Worst dropSmaller wins−9.7%

32.1%VolatilityLower wins14.2%

0–4DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIBAT · DFIV

6.5%BAS.DE1.3%

3.6%3407.T0.3%

2.7%4188.T0.2%

0.4%3402.T0.1%

Held in common2.1%

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

All Three

5Y3 funds

#
1	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.3B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.84%	+0.8%	+27.5%	+13.5%	new	new	−25.9%	$55M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.71%	+2.6%	+17.8%	+27.8%	+27.0%	+15.4%	−9.7%	$22.3B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.41%	+2.1%	+14.4%	+18.9%	+22.5%	+9.7%	−11.6%	$231.6B
3	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.84%	+0.8%	+27.5%	+13.5%	new	new	−25.9%	$55M

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

IBAT vs DFIV

IBAT

iShares Energy Storage & Materials

[…]

DFIV

Dimensional - International Value

$20,506

MeasureIBATDFIV

Fee0.47%0.27%

Cost on $10k a year$47$27

Yield0.84%2.71%

5 years, per year[…]+15.4%

3 years, per year[…]+27.0%

Worst drop · 1Y−25.9%−9.7%

Volatility · 1Y32.1%14.2%

4–0measures won
DFIV first

2.1%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+14.4%

IEFAiShares

+11.9%

+14.4%Year to date+11.9%

2.4%Yield3.3%

$232BAssets$193B

1–1level

End-of-day Nov 4, 2026

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

Overlap: IBAT, DFIV, VEA

Today

27.8%most shared, DFIV and VEA

IBATDFIVVEA

IBAT—2.1%2.0%

DFIV2.1%—27.8%

VEA2.0%27.8%—

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

Income After Fees on $10,000

$244most kept, DFIV

DFIV$271 − $27 = $244

VEA$241 − $3 = $238

IBAT$84 − $47 = $37

KeptFee

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