VT vs DFSI

AVT

BDFSI

Measures won4–1VT wins · of 6 · 5Y

$10,000 · 5Y$15,649VT · VEA $15,197

Lowest cost0.03%VEA · $3 on $10k

Most income3.30%EFA · $330 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

+20.7%3 years · per year$17,563 · $17,259+20.0%

+9.4%5 years · per year$15,649 · […][…]

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

1.59%12-mo yield$159 · $231 on $10k2.31%

−9.7%Worst dropSmaller wins−12.3%

14.7%VolatilityLower wins15.9%

4–1VT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsVT · DFSI

0.2%RY.TO0.8%

0.2%ROP.SW1.4%

0.2%8306.T0.3%

0.2%SIE.DE0.5%

Held in common13.7%

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	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
2	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
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
4	BDFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.31%	−0.8%	+6.5%	+12.0%	+20.0%	new	−12.3%	$1.2B

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	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
2	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
3	EFA	iShares MSCI EAFE ETFRead Desk	0.32%	3.30%	−0.8%	+7.8%	+11.9%	+18.3%	+8.2%	−11.4%	$76.1B
4	BDFSI	Dimensional International Sustainability Core 1 ETFRead Desk	0.24%	2.31%	−0.8%	+6.5%	+12.0%	+20.0%	new	−12.3%	$1.2B

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 DFSI

Vanguard Total World Stock

$15,649

DFSI

Dimensional International Sustainability Core 1

[…]

MeasureVTDFSI

Fee0.06%0.24%

Cost on $10k a year$6$24

Yield1.59%2.31%

5 years, per year+9.4%[…]

3 years, per year+20.7%+20.0%

Worst drop · 1Y−9.7%−12.3%

Volatility · 1Y14.7%15.9%

4–1measures won
VT first

13.7%

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, DFSI, VEA, EFA

Today

63.2%most shared, VEA and EFA

VTDFSIVEAEFA

VT—13.7%23.3%17.5%

DFSI13.7%—45.1%46.4%

VEA23.3%45.1%—63.2%

EFA17.5%46.4%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

VEA$251 − $3 = $248

DFSI$231 − $24 = $207

VT$159 − $6 = $153

KeptFee

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