VT vs DFIC

AVT

BDFIC

Measures won3–2VT wins · of 6 · 5Y

$10,000 · 5Y$15,576VT

Lowest cost0.06%VT · $6 on $10k

Most income2.56%DFIC · $256 on $10k

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

Held in common16.4%VT and DFIC

DFIC

Vanguard Total World Stock ETF · $81.8BDimensional - International Core Equity 2 ETF · $15.4B

+21.0%3 years · per year$17,695 · $17,913+21.4%

+9.3%5 years · per year$15,576 · […][…]

0.06%Expense ratio$6 · $22 on $10k · lower wins0.22%

1.59%12-mo yield$159 · $256 on $10k2.56%

−9.7%Worst dropSmaller wins−11.0%

14.7%VolatilityLower wins14.9%

3–2VT wins

$10,000 · 5 yearsOne scale

Shared top holdingsVT · DFIC

0.2%RY.TO0.6%

0.2%ROP.SW0.7%

0.2%8306.T0.3%

0.2%NESN.SW0.7%

Held in common16.4%

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

Both

5Y2 funds

#			Trend
1	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	BDFIC	Dimensional - International Core Equity 2 ETFRead Desk		0.22%	2.56%	−2.7%	+10.2%	+17.4%	+21.4%	new	−11.0%	$15.4B

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

Both

5Y2 funds

#			Trend
1	AVT	Vanguard Total World Stock ETFRead Desk		0.06%	1.59%	−4.1%	+8.2%	+10.7%	+21.0%	+9.3%	−9.7%	$81.8B
2	BDFIC	Dimensional - International Core Equity 2 ETFRead Desk		0.22%	2.56%	−2.7%	+10.2%	+17.4%	+21.4%	new	−11.0%	$15.4B

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

VT vs DFIC

Vanguard Total World Stock

$15,576

DFIC

Dimensional - International Core Equity 2

[…]

MeasureVTDFIC

Fee0.06%0.22%

Cost on $10k a year$6$22

Yield1.59%2.56%

5 years, per year+9.3%[…]

3 years, per year+21.0%+21.4%

Worst drop · 1Y−9.7%−11.0%

Volatility · 1Y14.7%14.9%

3–2measures won
VT first

16.4%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: VT, DFIC

Today

16.4%most shared, VT and DFIC

VTDFIC

VT—16.4%

DFIC16.4%—

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

Income After Fees on $10,000

$234most kept, DFIC

DFIC$256 − $22 = $234

VT$159 − $6 = $153

KeptFee

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