DFIV vs. VYMI vs. AVIV vs. EFV vs. FIVA vs. DWX vs. VXUS vs. DIVI
DFIV
VYMI
AVIV
EFV
FIVA
DWX
VXUS
DIVI
Comparison
Average Return
| Symbol | Year-to-date | 1 Year | 5 Years | 10 Years | Inception |
|---|---|---|---|---|---|
| DFIV | 14.24% | 14.97% | - | - | 9.64% |
| VYMI | 12.79% | 16.61% | 14.88% | - | 8.62% |
| AVIV | 13.14% | 13.57% | - | - | 7.74% |
| EFV | 16.81% | 19.25% | 14.98% | 4.85% | 4.69% |
| FIVA | 15.36% | 13.16% | 13.95% | - | 4.92% |
| DWX | 17.65% | 24.68% | 9.67% | 3.34% | 1.71% |
| VXUS | 8.81% | 11.27% | 10.66% | 4.84% | 4.81% |
| DIVI | 13.13% | 12.61% | 13.11% | - | 8.84% |
Top 25 Holdings
| DFIV - Dimensional International Value ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SHEL | Shell plc | 3.23% |
| 2 | EPA: TTE | TotalEnergies SE | 2.12% |
| 3 | SWX: ZURN | Zurich Insurance Group AG | 1.47% |
| 4 | HSBC | HSBC Holdings plc | 1.42% |
| 5 | TSX: TD | The Toronto-Dominion Bank | 1.30% |
| 6 | ETR: BAS | BASF SE | 1.21% |
| 7 | NVSN.MX | Novartis AG ADR | 1.19% |
| 8 | BME: SAN | Banco Santander, S.A. | 1.16% |
| 9 | EPA: SGO | Compagnie de Saint-Gobain S.A. | 1.16% |
| 10 | SWX: HOLN | Holcim AG | 1.12% |
| 11 | TYO: 7203 | Toyota Motor Corporation | 1.11% |
| 12 | AMS: AD | Koninklijke Ahold Delhaize N.V. | 1.02% |
| 13 | EPA: ENGI | Engie SA | 1.01% |
| 14 | n/a | S&P 500 Emini Fut Jun25 | 1.01% |
| 15 | SWX: SREN | Swiss Re AG | 0.94% |
| 16 | TYO: 8316 | Sumitomo Mitsui Financial Group, Inc. | 0.89% |
| 17 | EPA: SAN | Sanofi | 0.88% |
| 18 | SWX: CFR | Compagnie Financière Richemont SA | 0.87% |
| 19 | ASX: NAB | National Australia Bank Limited | 0.86% |
| 20 | LON: LLOY | Lloyds Banking Group plc | 0.86% |
| 21 | SWX: UBSG | UBS Group AG | 0.82% |
| 22 | EPA: GLE | Société Générale Société anonyme | 0.82% |
| 23 | TSX: SU | Suncor Energy Inc. | 0.80% |
| 24 | EPA: BNP | BNP Paribas SA | 0.79% |
| 25 | ETR: DBK | Deutsche Bank Aktiengesellschaft | 0.78% |
| View DFIV holdings | |||
| VYMI - Vanguard International High Dividend Yield ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SWX: NESN | Nestlé S.A. | 1.85% |
| 2 | n/a | Slbbh1142 | 1.75% |
| 3 | SWX: ROG | Roche Holding AG | 1.63% |
| 4 | LON: SHEL | Shell plc | 1.58% |
| 5 | SWX: NOVN | Novartis AG | 1.56% |
| 6 | TYO: 7203 | Toyota Motor Corporation | 1.46% |
| 7 | LON: HSBA | HSBC Holdings plc | 1.44% |
| 8 | ASX: CBA | Commonwealth Bank of Australia | 1.13% |
| 9 | TSX: RY | Royal Bank of Canada | 1.13% |
| 10 | TYO: 8306 | Mitsubishi UFJ Financial Group, Inc. | 1.08% |
| 11 | ETR: ALV | Allianz SE | 1.05% |
| 12 | LON: ULVR | Unilever PLC | 1.04% |
| 13 | EPA: TTE | TotalEnergies SE | 0.89% |
| 14 | ASX: BHP | BHP Group Limited | 0.87% |
| 15 | EPA: SAN | Sanofi | 0.87% |
| 16 | ETR: DTE | Deutsche Telekom AG | 0.87% |
| 17 | n/a | Yuan Renminbi | 0.81% |
| 18 | TSX: TD | The Toronto-Dominion Bank | 0.75% |
| 19 | SWX: ZURN | Zurich Insurance Group AG | 0.72% |
| 20 | BME: SAN | Banco Santander, S.A. | 0.72% |
| 21 | BME: IBE | Iberdrola, S.A. | 0.70% |
| 22 | TSX: ENB | Enbridge Inc. | 0.69% |
| 23 | TYO: 8316 | Sumitomo Mitsui Financial Group, Inc. | 0.67% |
| 24 | LON: BP | BP p.l.c. | 0.64% |
| 25 | BIT: UCG | UniCredit S.p.A. | 0.63% |
| View VYMI holdings | |||
| AVIV - Avantis International Large Cap Value ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SHEL | Shell plc | 1.87% |
| 2 | LON: III | 3i Group plc | 1.83% |
| 3 | HSBC | HSBC Holdings plc | 1.74% |
| 4 | n/a | US DOLLAR | 1.67% |
| 5 | SWX: ROG | Roche Holding AG | 1.63% |
| 6 | BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 1.40% |
| 7 | TM | Toyota Motor Corporation | 1.38% |
| 8 | NVS | Novartis AG | 1.27% |
| 9 | EPA: SAF | Safran SA | 1.23% |
| 10 | TTE | TotalEnergies SE | 1.20% |
| 11 | EPA: DG | Vinci SA | 1.18% |
| 12 | SONY | Sony Group Corporation | 1.16% |
| 13 | BHP | BHP Group Limited | 1.14% |
| 14 | SWX: ZURN | Zurich Insurance Group AG | 1.13% |
| 15 | ETR: RHM | Rheinmetall AG | 1.08% |
| 16 | ETR: DTE | Deutsche Telekom AG | 1.07% |
| 17 | BIT: UCG | UniCredit S.p.A. | 0.99% |
| 18 | EPA: SGO | Compagnie de Saint-Gobain S.A. | 0.86% |
| 19 | EPA: MC | LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 0.85% |
| 20 | BP | BP p.l.c. | 0.85% |
| 21 | LYG | Lloyds Banking Group plc | 0.83% |
| 22 | TYO: 6501 | Hitachi, Ltd. | 0.82% |
| 23 | LON: MKS | Marks and Spencer Group plc | 0.80% |
| 24 | SWX: SREN | Swiss Re AG | 0.80% |
| 25 | GSK | GSK plc | 0.80% |
| View AVIV holdings | |||
| EFV - iShares MSCI EAFE Value ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SWX: ROG | Roche Holding AG | 2.45% |
| 2 | LON: SHEL | Shell plc | 2.18% |
| 3 | LON: HSBA | HSBC Holdings plc | 2.17% |
| 4 | TYO: 7203 | Toyota Motor Corporation | 2.01% |
| 5 | SWX: NESN | Nestlé S.A. | 1.94% |
| 6 | ETR: ALV | Allianz SE | 1.72% |
| 7 | TYO: 8306 | Mitsubishi UFJ Financial Group, Inc. | 1.54% |
| 8 | EPA: TTE | TotalEnergies SE | 1.41% |
| 9 | ASX: BHP | BHP Group Limited | 1.33% |
| 10 | ETR: DTE | Deutsche Telekom AG | 1.33% |
| 11 | EPA: SAN | Sanofi | 1.31% |
| 12 | ETR: SIE | Siemens Aktiengesellschaft | 1.25% |
| 13 | BME: SAN | Banco Santander, S.A. | 1.22% |
| 14 | SWX: NOVN | Novartis AG | 1.21% |
| 15 | BME: IBE | Iberdrola, S.A. | 1.12% |
| 16 | SWX: ZURN | Zurich Insurance Group AG | 1.09% |
| 17 | ETR: MUV2 | Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München | 0.98% |
| 18 | TYO: 7974 | Nintendo Co., Ltd. | 0.96% |
| 19 | TYO: 8316 | Sumitomo Mitsui Financial Group, Inc. | 0.95% |
| 20 | EPA: BNP | BNP Paribas SA | 0.93% |
| 21 | LON: BATS | British American Tobacco p.l.c. | 0.91% |
| 22 | BME: BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | 0.90% |
| 23 | EPA: CS | AXA SA | 0.90% |
| 24 | BIT: UCG | UniCredit S.p.A. | 0.89% |
| 25 | BIT: ISP | Intesa Sanpaolo S.p.A. | 0.88% |
| View EFV holdings | |||
| FIVA - Fidelity International Value Factor ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | SWX: NESN | Nestlé S.A. | 1.95% |
| 2 | ETR: SAP | SAP SE | 1.56% |
| 3 | LON: BA | BAE Systems plc | 1.56% |
| 4 | LON: HSBA | HSBC Holdings plc | 1.53% |
| 5 | TYO: 6758 | Sony Group Corporation | 1.52% |
| 6 | BIT: UCG | UniCredit S.p.A. | 1.50% |
| 7 | AMS: ASML | ASML Holding N.V. | 1.47% |
| 8 | ETR: ALV | Allianz SE | 1.44% |
| 9 | TSX: ABX | Barrick Gold Corporation | 1.43% |
| 10 | LON: AZN | AstraZeneca PLC | 1.38% |
| 11 | n/a | Us Dollar | 1.33% |
| 12 | TYO: 8058 | Mitsubishi Corporation | 1.31% |
| 13 | ETR: RWE | RWE Aktiengesellschaft | 1.29% |
| 14 | SWX: ROG | Roche Holding AG | 1.28% |
| 15 | TYO: 2914 | Japan Tobacco Inc. | 1.27% |
| 16 | ETR: SIE | Siemens Aktiengesellschaft | 1.27% |
| 17 | STO: VOLV.B | AB Volvo (publ) | 1.27% |
| 18 | EPA: DG | Vinci SA | 1.24% |
| 19 | BME: SAN | Banco Santander, S.A. | 1.24% |
| 20 | SWX: NOVN | Novartis AG | 1.23% |
| 21 | TSX: TD | The Toronto-Dominion Bank | 1.22% |
| 22 | ETR: DTE | Deutsche Telekom AG | 1.22% |
| 23 | LON: BATS | British American Tobacco p.l.c. | 1.20% |
| 24 | TYO: 8725 | MS&AD Insurance Group Holdings, Inc. | 1.19% |
| 25 | CPH: NOVO.B | Novo Nordisk A/S | 1.17% |
| View FIVA holdings | |||
| DWX - SPDR S&P International Dividend ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | ASX: APA | APA Group | 2.16% |
| 2 | EPA: ORA | Orange S.A. | 2.04% |
| 3 | EPA: EN | Bouygues SA | 1.86% |
| 4 | BIT: IG | Italgas S.p.A. | 1.86% |
| 5 | BIT: SRG | Snam S.p.A. | 1.80% |
| 6 | ELI: EDP | EDP, S.A. | 1.80% |
| 7 | BME: RED | Redeia Corporación, S.A. | 1.70% |
| 8 | EPA: FGR | Eiffage SA | 1.58% |
| 9 | LON: NG | National Grid plc | 1.52% |
| 10 | LON: BP | BP p.l.c. | 1.44% |
| 11 | LON: UU | United Utilities Group PLC | 1.41% |
| 12 | LON: MNG | M&G plc | 1.40% |
| 13 | TSX: EMA | Emera Incorporated | 1.39% |
| 14 | SGX: A17U | CapitaLand Ascendas REIT | 1.37% |
| 15 | TSX: ENB | Enbridge Inc. | 1.30% |
| 16 | ETR: ALV | Allianz SE | 1.27% |
| 17 | TYO: 8952 | Japan Real Estate Investment Corporation | 1.26% |
| 18 | LON: SVT | Severn Trent PLC | 1.26% |
| 19 | TYO: 1802 | Obayashi Corporation | 1.24% |
| 20 | SWX: ZURN | Zurich Insurance Group AG | 1.23% |
| 21 | AMS: KPN | Koninklijke KPN N.V. | 1.23% |
| 22 | TYO: 4502 | Takeda Pharmaceutical Company Limited | 1.21% |
| 23 | 6.HK | POWER ASSETS HOLDINGS LTD | 1.19% |
| 24 | BME: IBE | Iberdrola, S.A. | 1.19% |
| 25 | BIT: TRN | Terna S.p.A. | 1.18% |
| View DWX holdings | |||
| VXUS - Vanguard Total International Stock ETF | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | n/a | Slcmt1142 | 2.26% |
| 2 | TPE: 2330 | Taiwan Semiconductor Manufacturing Company Limited | 2.06% |
| 3 | HKG: 0700 | Tencent Holdings Limited | 1.20% |
| 4 | ETR: SAP | SAP SE | 0.90% |
| 5 | BABAF | Alibaba Group Holding Limited | 0.86% |
| 6 | SWX: NESN | Nestlé S.A. | 0.79% |
| 7 | AMS: ASML | ASML Holding N.V. | 0.78% |
| 8 | SWX: ROG | Roche Holding AG | 0.69% |
| 9 | LON: SHEL | Shell plc | 0.68% |
| 10 | LON: AZN | AstraZeneca PLC | 0.67% |
| 11 | SWX: NOVN | Novartis AG | 0.67% |
| 12 | CPH: NOVO.B | Novo Nordisk A/S | 0.67% |
| 13 | TYO: 7203 | Toyota Motor Corporation | 0.62% |
| 14 | LON: HSBA | HSBC Holdings plc | 0.62% |
| 15 | KRX: 005930 | Samsung Electronics Co., Ltd. | 0.58% |
| 16 | n/a | Mktliq 12/31/2049 | 0.54% |
| 17 | ETR: SIE | Siemens Aktiengesellschaft | 0.52% |
| 18 | ASX: CBA | Commonwealth Bank of Australia | 0.49% |
| 19 | TSX: RY | Royal Bank of Canada | 0.48% |
| 20 | EPA: MC | LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 0.47% |
| 21 | TYO: 8306 | Mitsubishi UFJ Financial Group, Inc. | 0.47% |
| 22 | TYO: 6758 | Sony Group Corporation | 0.46% |
| 23 | ETR: ALV | Allianz SE | 0.45% |
| 24 | LON: ULVR | Unilever PLC | 0.45% |
| 25 | EPA: TTE | TotalEnergies SE | 0.38% |
| View VXUS holdings | |||
| DIVI - Franklin International Core Dividend Tilt Index Fund | |||
|---|---|---|---|
| No. | Symbol | Name | Weight |
| 1 | AMS: ASML | ASML Holding N.V. | 2.00% |
| 2 | SWX: NESN | Nestlé S.A. | 1.99% |
| 3 | SWX: NOVN | Novartis AG | 1.92% |
| 4 | CPH: NOVO.B | Novo Nordisk A/S | 1.71% |
| 5 | EPA: MC | LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 1.59% |
| 6 | SWX: ROG | Roche Holding AG | 1.46% |
| 7 | LON: AZN | AstraZeneca PLC | 1.44% |
| 8 | ASX: BHP | BHP Group Limited | 1.39% |
| 9 | TYO: 7203 | Toyota Motor Corporation | 1.13% |
| 10 | EPA: SAN | Sanofi | 1.04% |
| 11 | ETR: ALV | Allianz SE | 1.02% |
| 12 | LON: ULVR | Unilever PLC | 0.98% |
| 13 | LON: BATS | British American Tobacco p.l.c. | 0.97% |
| 14 | TYO: 8035 | Tokyo Electron Limited | 0.95% |
| 15 | EPA: BNP | BNP Paribas SA | 0.87% |
| 16 | LON: RIO | Rio Tinto Group | 0.86% |
| 17 | ETR: MBG | Mercedes-Benz Group AG | 0.85% |
| 18 | TYO: 7974 | Nintendo Co., Ltd. | 0.85% |
| 19 | ETR: SAP | SAP SE | 0.85% |
| 20 | LON: HSBA | HSBC Holdings plc | 0.84% |
| 21 | BIT: ENEL | Enel SpA | 0.82% |
| 22 | ETR: SIE | Siemens Aktiengesellschaft | 0.81% |
| 23 | TYO: 4502 | Takeda Pharmaceutical Company Limited | 0.79% |
| 24 | ASX: WDS | Woodside Energy Group Ltd | 0.75% |
| 25 | LON: SHEL | Shell plc | 0.75% |
| View DIVI holdings | |||