IXUS vs DFSI

AIXUS

BDFSI

Measures won3–2IXUS wins · of 6 · 5Y

$10,000 · 5Y$14,984IXUS

Lowest cost0.07%IXUS · $7 on $10k

Most income2.98%IXUS · $298 on $10k

Smallest drop−11.4%IXUS · worst fall in 1Y

Held in common37.8%IXUS and DFSI

IXUS

DFSI

iShares Core MSCI Total International Stock ETF · $57.0BDimensional International Sustainability Core 1 ETF · $1.2B

+21.3%3 years · per year$17,865 · $18,001+21.6%

+8.4%5 years · per year$14,984 · […][…]

0.07%Expense ratio$7 · $24 on $10k · lower wins0.24%

2.98%12-mo yield$298 · $224 on $10k2.24%

−11.4%Worst dropSmaller wins−12.3%

17.5%VolatilityLower wins15.8%

3–2IXUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsIXUS · DFSI

0.8%ROP.SW1.4%

0.7%RY.TO0.8%

0.6%SAP.DE0.5%

0.5%SIE.DE0.5%

Held in common37.8%

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

Both

5Y2 funds

#			Trend
1	AIXUS	iShares Core MSCI Total International Stock ETFRead Desk		0.07%	2.98%	+2.0%	+12.4%	+15.2%	+21.3%	+8.4%	−11.4%	$57.0B
2	BDFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.24%	+2.5%	+9.7%	+14.8%	+21.6%	new	−12.3%	$1.2B

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

Both

5Y2 funds

#			Trend
1	AIXUS	iShares Core MSCI Total International Stock ETFRead Desk		0.07%	2.98%	+2.0%	+12.4%	+15.2%	+21.3%	+8.4%	−11.4%	$57.0B
2	BDFSI	Dimensional International Sustainability Core 1 ETFRead Desk		0.24%	2.24%	+2.5%	+9.7%	+14.8%	+21.6%	new	−12.3%	$1.2B

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

IXUS vs DFSI

IXUS

iShares Core MSCI Total International Stock

$14,984

DFSI

Dimensional International Sustainability Core 1

[…]

MeasureIXUSDFSI

Fee0.07%0.24%

Cost on $10k a year$7$24

Yield2.98%2.24%

5 years, per year+8.4%[…]

3 years, per year+21.3%+21.6%

Worst drop · 1Y−11.4%−12.3%

Volatility · 1Y17.5%15.8%

3–2measures won
IXUS first

37.8%

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$57.0B

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: IXUS, DFSI

Today

37.8%most shared, IXUS and DFSI

IXUSDFSI

IXUS—37.8%

DFSI37.8%—

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

Income After Fees on $10,000

$291most kept, IXUS

IXUS$298 − $7 = $291

DFSI$224 − $24 = $200

KeptFee

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