IBAT vs DFIV

AIBAT

BDFIV

Measures won0–4DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,506DFIV · VXUS $15,003

Lowest cost0.05%VXUS · $5 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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.37%	+2.0%	+12.0%	+15.0%	+21.0%	+8.5%	−11.3%	$163.2B
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

VXUS vs IXUS

YTD

VanguardVXUS

+12.0%

IXUSiShares

+12.4%

+12.0%Year to date+12.4%

2.4%Yield3.0%

$163BAssets$58.4B

2–0IXUS wins

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, VXUS

Today

21.1%most shared, DFIV and VXUS

IBATDFIVVXUS

IBAT—2.1%1.8%

DFIV2.1%—21.1%

VXUS1.8%21.1%—

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

VXUS$237 − $5 = $232

IBAT$84 − $47 = $37

KeptFee

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