VT vs DFIV

AVT

BDFIV

Measures won1–4DFIV wins · of 6 · 5Y

$10,000 · 5Y$20,000DFIV · VT $15,576

Lowest cost0.06%VT · $6 on $10k

Most income2.77%DFIV · $277 on $10k

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

Held in common8.4%VT and DFIV

DFIV

Vanguard Total World Stock ETF · $81.8BDimensional - International Value ETF · $22.3B

+21.0%3 years · per year$17,695 · $20,050+26.1%

+9.3%5 years · per year$15,576 · $20,000+14.9%

0.06%Expense ratio$6 · $27 on $10k · lower wins0.27%

1.59%12-mo yield$159 · $277 on $10k2.77%

−9.7%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins14.3%

1–4DFIV wins

$10,000 · 5 yearsOne scale

Shared top holdingsVT · DFIV

0.3%HSBA.L0.6%

0.2%SHEL.L1.1%

0.2%8306.T0.2%

0.2%SAN.MC1.6%

Held in common8.4%

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	BDFIV	Dimensional - International Value ETFRead Desk		0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.3B
2	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

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	BDFIV	Dimensional - International Value ETFRead Desk		0.27%	2.77%	−2.0%	+15.4%	+26.1%	+26.1%	+14.9%	−9.7%	$22.3B
2	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

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 DFIV

Vanguard Total World Stock

$15,576

DFIV

Dimensional - International Value

$20,000

MeasureVTDFIV

Fee0.06%0.27%

Cost on $10k a year$6$27

Yield1.59%2.77%

5 years, per year+9.3%+14.9%

3 years, per year+21.0%+26.1%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.7%14.3%

4–1measures won
DFIV first

8.4%

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, DFIV

Today

8.4%most shared, VT and DFIV

VTDFIV

VT—8.4%

DFIV8.4%—

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

VT$159 − $6 = $153

KeptFee

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