IXUS vs DFIV

AIXUS

BDFIV

Measures won2–4DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,865DFIV · VXUS $14,633

Lowest cost0.05%VXUS · $5 on $10k

Most income3.04%IXUS · $304 on $10k

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

Held in common22.8%IXUS and DFIV

IXUS

DFIV

iShares Core MSCI Total International Stock ETF · $57.0BDimensional - International Value ETF · $22.1B

+21.0%3 years · per year$17,722 · $20,122+26.2%

+7.9%5 years · per year$14,618 · $19,865+14.7%

0.07%Expense ratio$7 · $27 on $10k · lower wins0.27%

3.04%12-mo yield$304 · $278 on $10k2.78%

−11.4%Worst dropSmaller wins−9.7%

17.4%VolatilityLower wins13.9%

2–4DFIV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsIXUS · DFIV

0.8%SHEL.L1.1%

0.7%HSBA.L0.6%

0.4%TTE.PA2.3%

0.4%7203.T1.8%

Held in common22.8%

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

All Three

5Y3 funds

#
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	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.41%	−0.4%	+9.8%	+13.1%	+20.7%	+7.9%	−11.3%	$163.2B
3	AIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.04%	−0.5%	+10.2%	+13.2%	+21.0%	+7.9%	−11.4%	$57.0B

End-of-day Nov 3, 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%	2.78%	−0.6%	+14.8%	+24.6%	+26.2%	+14.7%	−9.7%	$22.1B
2	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.41%	−0.4%	+9.8%	+13.1%	+20.7%	+7.9%	−11.3%	$163.2B
3	AIXUS	iShares Core MSCI Total International Stock ETFRead Desk	0.07%	3.04%	−0.5%	+10.2%	+13.2%	+21.0%	+7.9%	−11.4%	$57.0B

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

IXUS vs DFIV

IXUS

iShares Core MSCI Total International Stock

$14,618

DFIV

Dimensional - International Value

$19,865

MeasureIXUSDFIV

Fee0.07%0.27%

Cost on $10k a year$7$27

Yield3.04%2.78%

5 years, per year+7.9%+14.7%

3 years, per year+21.0%+26.2%

Worst drop · 1Y−11.4%−9.7%

Volatility · 1Y17.4%13.9%

4–2measures won
DFIV first

22.8%

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: IXUS, DFIV, VXUS

Today

78.5%most shared, IXUS and VXUS

IXUSDFIVVXUS

IXUS—22.8%78.5%

DFIV22.8%—21.1%

VXUS78.5%21.1%—

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

Income After Fees on $10,000

$297most kept, IXUS

IXUS$304 − $7 = $297

DFIV$278 − $27 = $251

VXUS$241 − $5 = $236

KeptFee

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