VT vs DFIV

AVT

BDFIV

Measures won1–4DFIV wins · of 6 · 5Y

$10,000 · 5Y$19,900DFIV · VT $15,649

Lowest cost0.03%VEA · $3 on $10k

Most income3.30%EFA · $330 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 · $22.5B

+20.7%3 years · per year$17,563 · $19,675+25.3%

+9.4%5 years · per year$15,649 · $19,900+14.8%

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

1.59%12-mo yield$159 · $280 on $10k2.80%

−9.7%Worst dropSmaller wins−9.7%

14.7%VolatilityLower wins14.3%

1–4DFIV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · DFIV

0.3%HSBA.L0.6%

0.2%SHEL.L1.0%

0.2%8306.T0.2%

0.2%SAN.MC1.6%

Held in common8.4%

End-of-day Nov 6, 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%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.5B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
4	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B

End-of-day Nov 6, 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%	2.80%	−1.2%	+14.1%	+23.7%	+25.3%	+14.8%	−9.7%	$22.5B
2	AVT	Vanguard Total World Stock ETFRead Desk	0.06%	1.59%	+0.2%	+8.5%	+10.4%	+20.7%	+9.4%	−9.7%	$81.8B
3	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.51%	−0.4%	+9.7%	+14.8%	+20.3%	+8.7%	−11.6%	$231.6B
4	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B

End-of-day Nov 6, 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

$15,649

DFIV

Dimensional - International Value

$19,900

MeasureVTDFIV

Fee0.06%0.27%

Cost on $10k a year$6$27

Yield1.59%2.80%

5 years, per year+9.4%+14.8%

3 years, per year+20.7%+25.3%

Worst drop · 1Y−9.7%−9.7%

Volatility · 1Y14.7%14.3%

4–1measures won
DFIV first

8.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VEA vs IEFA

YTD

VanguardVEA

+9.7%

IEFAiShares

+7.7%

+9.7%Year to date+7.7%

2.5%Yield3.5%

$232BAssets$189B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: VT, DFIV, EFA, VEA

Today

63.2%most shared, EFA and VEA

VTDFIVEFAVEA

VT—8.4%17.5%23.3%

DFIV8.4%—33.6%27.8%

EFA17.5%33.6%—63.2%

VEA23.3%27.8%63.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$298most kept, EFA

EFA$330 − $32 = $298

DFIV$280 − $27 = $253

VEA$251 − $3 = $248

VT$159 − $6 = $153

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee