IBAT vs DFIV

AIBAT

BDFIV

Measures won0–4DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,000DFIV · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income2.77%DFIV · $277 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 · $50MDimensional - International Value ETF · $22.5B

[…]3 years · per year[…] · $20,050+26.1%

[…]5 years · per year[…] · $20,000+14.9%

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

0.92%12-mo yield$92 · $277 on $10k2.77%

−30.7%Worst dropSmaller wins−9.7%

33.4%VolatilityLower wins14.3%

0–4DFIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsIBAT · DFIV

6.7%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 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.5B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
4	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$50M

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

All Four

5Y4 funds

#
1	BDFIV	Dimensional - International Value ETFRead Desk	0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.5B
2	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B
4	AIBAT	iShares Energy Storage & Materials ETFRead Desk	0.47%	0.92%	−9.1%	+15.9%	+6.1%	new	new	−30.7%	$50M

End-of-day Nov 5, 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

$20,000

MeasureIBATDFIV

Fee0.47%0.27%

Cost on $10k a year$47$27

Yield0.92%2.77%

5 years, per year[…]+14.9%

3 years, per year[…]+26.1%

Worst drop · 1Y−30.7%−9.7%

Volatility · 1Y33.4%14.3%

4–0measures won
DFIV first

2.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$56.4B

2–0IXUS wins

End-of-day Nov 5, 2026

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$189B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

Overlap: IBAT, DFIV, VXUS, VEA

Today

27.9%most shared, DFIV and VEA

IBATDFIVVXUSVEA

IBAT—2.1%0.9%2.0%

DFIV2.1%—7.0%27.9%

VXUS0.9%7.0%—8.4%

VEA2.0%27.9%8.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$250most kept, DFIV

DFIV$277 − $27 = $250

VEA$250 − $3 = $247

VXUS$246 − $5 = $241

IBAT$92 − $47 = $45

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee