Compare · 2 funds side by side · dividends reinvested

BUSA and DFAT

BUSABrandes×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,134DFAT · best of the two

02 / 04

BUSA and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Brandes U.S. Value ETFUS Stock Styles · Value0.60%1.47%+17.0%+24.0%+22.3%[…]−7.7%11.8%$414M1.4

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.1%+25.0%+19.7%+10.0%−9.6%14.3%$31.7B1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: BUSA 2023 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Brandes U.S. Value ETF · $414M[…]

BUSA

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,134

$10,000 five years ago, dividends reinvested · they hold 2.3% in common

BUSAMeasureDFAT

+17.0%Year to dateJan 1 → Nov 3+19.1%

+24.0%1 yearTotal return+25.0%

+22.3%3 years · per year$10,000 became $18,283 · $17,168+19.7%

[…]5 years · per year$10,000 became […] · $16,134+10.0%

0.60%Expense ratio$60 · $31 a year on $10k · lower is better0.31%

1.47%Trailing 12-mo yield$147 · $133 a year on $10k1.33%

−7.7%Worst dropSmaller is better−9.6%

11.8%VolatilityLower is calmer14.3%

BUSADFAT Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3BUSA wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BUSA vs DFAT: Top 5 Holdings

Today

BUSA

13.5%in top 5

DFAT

in top 53.7%

BUSAStockDFAT

3.1%BDXAnot top 5

2.7%TXTnot top 5

2.6%CInot top 5

2.6%0QAH.Lnot top 5

2.5%EFXnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5APA0.7%

not top 5CNH0.7%

not top 5TOL0.7%

Held in common2.3%

End-of-day Nov 3, 2026 · share of each fund

BUSA vs DFAT Returns, Every Period

BrandesBUSA

+24.0%

past year

DFATDimensional

+25.0%

past year

BUSADFATFaded: behind in that period

1–2DFAT wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

BUSA vs DFAT

YTD

BrandesBUSA

+17.0%

DFATDimensional

+19.1%

+17.0%Year to date+19.1%

−7.7%Worst drop · 1Y−9.6%

11.8%Volatility · 1Y14.3%

1.5%Yield1.3%

$414MAssets$31.7B

3–1BUSA wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BUSA, DFAT

Today

0.31%lowest, DFAT

FundExpense ratioFee$10k

DFAT0.31%$31

BUSA0.60%$60

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: BUSA, DFAT

1.47%highest, BUSA

FundTrailing yieldYield$10k

BUSA1.47%$147

DFAT1.33%$133

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$102most kept, DFAT

DFAT$133 − $31 = $102

BUSA$147 − $60 = $87

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: BUSA, DFAT

Today

2.3%most shared, BUSA and DFAT

BUSADFAT

BUSA—2.3%

DFAT2.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.0%DFAT, at 14.3% volatility

BUSAWorst drop−7.7%11.8% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

BUSADFAT

+17.0%Year to date+19.1%

1.5%Yield1.3%

+24.0%Past year+25.0%

0.60%Fee0.31%

3–1DFAT wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026