VT vs DFSI

AVT

BDFSI

Measures won4–1VT wins · of 6 · 5Y

$10,000 · 5Y$15,576VT · VEA $15,147

Lowest cost0.03%VEA · $3 on $10k

Most income2.50%VEA · $250 on $10k

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

Held in common13.7%VT and DFSI

DFSI

Vanguard Total World Stock ETF · $81.8BDimensional International Sustainability Core 1 ETF · $1.2B

+21.0%3 years · per year$17,695 · $17,525+20.6%

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

0.06%Expense ratio$6 · $24 on $10k · lower wins0.24%

1.59%12-mo yield$159 · $229 on $10k2.29%

−9.7%Worst dropSmaller wins−12.3%

14.7%VolatilityLower wins15.9%

4–1VT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsVT · DFSI

0.2%RY.TO0.8%

0.2%ROP.SW1.4%

0.2%8306.T0.3%

0.3%HSBA.L0.2%

Held in common13.7%

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

All Three

5Y3 funds

#
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BDFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.29%	−2.2%	+7.3%	+13.5%	+20.6%	new	−12.3%	$1.2B

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

All Three

5Y3 funds

#
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	VEA	Vanguard FTSE Developed Markets ETFRead Desk	0.03%	2.50%	−3.7%	+10.2%	+16.0%	+20.9%	+8.7%	−11.6%	$231.6B
3	BDFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.29%	−2.2%	+7.3%	+13.5%	+20.6%	new	−12.3%	$1.2B

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 DFSI

Vanguard Total World Stock

$15,576

DFSI

Dimensional International Sustainability Core 1

[…]

MeasureVTDFSI

Fee0.06%0.24%

Cost on $10k a year$6$24

Yield1.59%2.29%

5 years, per year+9.3%[…]

3 years, per year+21.0%+20.6%

Worst drop · 1Y−9.7%−12.3%

Volatility · 1Y14.7%15.9%

4–1measures won
VT first

13.7%

holdings shared

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

VEA vs IEFA

YTD

VanguardVEA

+10.2%

IEFAiShares

+8.5%

+10.2%Year to date+8.5%

2.5%Yield3.4%

$232BAssets$193B

1–1level

End-of-day Nov 5, 2026

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

Overlap: VT, DFSI, VEA

Today

45.2%most shared, DFSI and VEA

VTDFSIVEA

VT—13.7%23.3%

DFSI13.7%—45.2%

VEA23.3%45.2%—

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

Income After Fees on $10,000

$247most kept, VEA

VEA$250 − $3 = $247

DFSI$229 − $24 = $205

VT$159 − $6 = $153

KeptFee

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