Compare · 3 funds side by side · dividends reinvested

BVAL, DFAT and VTV

BVALBluemonte×DFATDimensional×VTVVanguard×

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,885VTV · best of the three

Story of the three · IncomeMost incomeVTV · 1.82% · $182 a year on $10k

Story of the three · RiskSmallest drop

BVAL, DFAT and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.82%+21.7%+24.0%+21.2%+12.3%−6.4%10.8%$184B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.8B2.4

Bluemonte Large Cap Value ETFUS Stock Styles · Value0.29%1.13%+17.7%+19.2%[…][…]−6.7%10.9%$318M2.5

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 12, 2026 · returns include dividends · since: BVAL 2025 · DFAT 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Bluemonte Large Cap Value ETF · $318M[…]

BVAL

DFAT

Dimensional - US Targeted Value ETF · $31.8B$15,633

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

BVAL

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BVAL vs DFAT: Top 5 Holdings

Today

BVAL

99.3%in top 5

DFAT

in top 53.6%

BVALStockDFAT

33.8%SPYVnot top 5

29.4%SCHVnot top 5

21.1%VONVnot top 5

14.9%SPYMnot top 5

not top 5OVV0.8%

Cost, Income and Risk

Fees: BVAL, DFAT, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

BVAL0.29%$29

DFAT0.31%$31

End-of-day Nov 12, 2026 · fee on $10,000 a year

Yields: BVAL, DFAT, VTV

Popular Pairs Near These Three

VTV vs SCHV

YTD

VanguardVTV

+21.7%

SCHVSchwab

+19.2%

+21.7%Year to date+19.2%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 12, 2026

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

Measure

DFAT

+17.7%Year to dateJan 1 → Nov 12+18.5%

+19.2%1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $16,236+17.5%

[…]5 years · per year$10,000 became […] · $15,633+9.3%

0.29%Expense ratio$29 · $31 a year on $10k · lower is better0.31%

1.13%Trailing 12-mo yield$113 · $133 a year on $10k1.33%

−6.7%Worst dropSmaller is better−9.6%

10.9%VolatilityLower is calmer14.8%

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

3–3Level

End-of-day Nov 12, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CNH0.8%

not top 5BALL0.7%

not top 5SJM0.7%

not top 5TOL0.7%

Held in common0.0%

End-of-day Nov 12, 2026 · share of each fund

BVAL vs DFAT Returns, Every Period

1Y

BluemonteBVAL

+19.2%

past year

DFATDimensional

+22.9%

past year

BVALDFATFaded: behind in that period

0–2DFAT wins

End-of-day Nov 12, 2026 · dividends in · faded = behind in that period

BVAL vs VTV

YTD

BluemonteBVAL

+17.7%

VTVVanguard

+21.7%

+17.7%Year to date+21.7%

−6.7%Worst drop · 1Y−6.4%

10.9%Volatility · 1Y10.8%

1.1%Yield1.8%

$318MAssets$184B

4–0VTV wins

End-of-day Nov 12, 2026 · smaller drop and lower volatility win

1Y

1.82%highest, VTV

FundTrailing yieldYield$10k

VTV1.82%$182

DFAT1.33%$133

BVAL1.13%$113

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

Income After Fees on $10,000

1Y

$179most kept, VTV

VTV$182 − $3 = $179

DFAT$133 − $31 = $102

BVAL$113 − $29 = $84

KeptFee

End-of-day Nov 12, 2026 · yield in dollars minus the fee

Overlap: BVAL, DFAT, VTV

Today

0.0%most shared, BVAL and DFAT

BVALDFATVTV

BVAL—0.0%0.0%

DFAT0.0%—0.0%

VTV0.0%0.0%—

End-of-day Nov 12, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+24.0%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

BVALWorst drop−6.7%10.9% vol

DFATWorst drop−9.6%14.8% vol

End-of-day Nov 12, 2026 · up and left is better

Paid More vs Made More

YTD

VTVDFAT

+21.7%Year to date+18.5%

1.8%Yield1.3%

+24.0%Past year+22.9%

0.03%Fee0.31%

4–0VTV wins

End-of-day Nov 12, 2026

+34.2%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 12, 2026

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BVAL, DFAT and VTV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three