Which returned more over the last year, DFIV or JIRE?

In the year to Oct 9, 2026, with distributions reinvested, DFIV returned +24.2% and JIRE +13.8%.

Which is cheaper, DFIV or JIRE?

JIRE is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.

How much do DFIV and JIRE overlap with the S&P 500?

By their latest filed holdings, 0% of DFIV and 0% of JIRE by weight is stocks the S&P 500 already holds.

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DFIV vs JIRE: Differences, Returns & Fees

DFIV and JIRE hold 27% of their weight in the same names, and DFIV returned +24.2% over the year. Net assets: $21.4bn on Jul 31, 2026 for Dimensional International Value ETF, and $10.9bn on Oct 9, 2026 for JPMorgan International Research Enhanced Equity ETF.

JIRE costs 0.03 points a year less; their one-year returns differ by 10.4 points; DFIV is 1.9 times larger.

	DFIV	JIRE
Expense ratio	0.27%	0.24%
Net assets, as of Jul 31, 2026	$21.4bn	$11.2bn
Total return, 1 year	+24.2%	+13.8%
What it tracks	No index, actively managed	No index, actively managed
Holdings in common	27%
Top ten holdings, share of the fund	15.5%	16.6%
Below its high	5.7%, high on Sep 3, 2026	4.8%, high on Aug 13, 2026

Holdings in common uses holdings dated Jul 31, 2026 and Oct 9, 2026.

+24.2%

DFIV total return, 1 year

+13.8%

JIRE total return, 1 year

0.27%

DFIV expense ratio

0.24%

JIRE expense ratio

What they hold in common

By the books each fund has filed, DFIV and JIRE hold 27% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Jul 31, 2026 and Oct 9, 2026.

50%

half

27% in common

Positions both hold, largest shared weight first

Holding DFIV JIRE

Banco Santander, S.A. 1.93% 1.38%

TOYOTA MOTOR CORPORATION 1.78% 1.12%

TOTALENERGIES SE 2.05% 1.03%

Sumitomo Mitsui Financial Group, Inc. 1.01% 1.16%

COMPAGNIE FINANCIERE RICHEMONT SA 0.82% 0.81%

SHELL PLC 0.79% 1.39%

ENGIE SA 0.84% 0.76%

SOCIETE GENERALE SA 1.05% 0.75%

HSBC HOLDINGS PLC 0.74% 1.38%

BRITISH AMERICAN TOBACCO P.L.C. 0.67% 0.66%

NATWEST GROUP PLC 0.64% 0.82%

UNICREDIT, SOCIETA PER AZIONI 0.60% 1.06%

Only in DFIV

SHELL PLC 3.17%

HSBC HOLDINGS PLC 1.27%

THE TORONTO-DOMINION BANK 1.05%

BP P.L.C. 1.01%

Swiss Re AG 0.86%

COMPAGNIE DE SAINT-GOBAIN SA 0.85%

Suncor Energy Inc. 0.84%

Holcim AG 0.82%

Only in JIRE

ASML HOLDING NV COMMON 3.81%

SIEMENS AG COMMON STOCK 1.71%

ASTRAZENECA PLC COMMON 1.64%

ALLIANZ SE COMMON STOCK 1.46%

ROCHE HOLDING AG COMMON 1.35%

NESTLE SA COMMON STOCK 1.26%

BHP GROUP LTD COMMON 1.22%

SAFRAN SA COMMON STOCK 1.21%

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On the same fields

DFIV

Dimensional International Value ETF

JIRE

JPMorgan International Research Enhanced Equity ETF

Where it sits Stock ETF Stock ETF

Issuer Dimensional JPMorgan

What it is Actively managed Actively managed

Total return, 1 year +24.2% +13.8%

S&P 500 over the same days +17.3% +17.3%

Gap to the S&P 500 +7.0 pts −3.5 pts

Expense ratio 0.27% 0.24%

Already in the S&P 500 0.1% 0.0%

Holdings 623 207

Net assets, DFIV as of Jul 31, 2026 and JIRE as of Oct 9, 2026 $21.4bn $10.9bn

DFIV and JIRE on the fields both publish, as of Oct 9, 2026. Source: ETFIQ.

DFIV in plain words

DFIV is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +24.2% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.27% a year. By its holdings filed for Jul 31, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 623 positions, with the top ten at 15.5%. It sat 5.7% below its high of Sep 3, 2026 on Oct 9, 2026.

JIRE in plain words

JIRE is actively managed and tracks no index. Over the year to Oct 9, 2026 it returned +13.8% with distributions reinvested, against +17.3% for the S&P 500. The prospectus expense ratio is 0.24% a year. By its holdings published by its issuer for Oct 9, 2026, 0% of the fund by weight is stocks the S&P 500 also holds, across 207 positions, with the top ten at 16.6%. It sat 4.8% below its high of Aug 13, 2026 on Oct 9, 2026.

Questions people ask

Which returned more over the last year, DFIV or JIRE?: In the year to Oct 9, 2026, with distributions reinvested, DFIV returned +24.2% and JIRE +13.8%.
Which is cheaper, DFIV or JIRE?: JIRE is cheaper, by 0.03 percentage points a year. That is about $3 on $10,000 held for a year. Fees come from each fund's prospectus.
How much do DFIV and JIRE overlap with the S&P 500?: By their latest filed holdings, 0% of DFIV and 0% of JIRE by weight is stocks the S&P 500 already holds.

Other comparisons

DFIV vs LVHI DFIV vs GSIE DFIV vs VYMI DFIV vs FNDF EFV vs JIRE JIRE vs LVHI GSIE vs JIRE EFAV vs JIRE

DFIV on its own →JIRE on its own →Hold both: look the portfolio through →Rankings →Standards and sources →

Where these figures came from

DFIV filings on SEC EDGAR ↗DFIV prospectus with the expense ratio (SEC) ↗Dimensional website ↗JIRE filings on SEC EDGAR ↗JIRE prospectus with the expense ratio (SEC) ↗JPMorgan website ↗

ETFIQ links to the documents behind every figure; a link is not an endorsement. A comparison is not a recommendation.

How this is computed

Overlap adds up the smaller of the two weights for each security both funds hold.

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ETFIQ, DFIV against JIRE, data as of Oct 9, 2026. https://etfiq.com/compare/any/dfiv-vs-jire

Open data

Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms.