Compare · 2 funds side by side · dividends reinvested

COPY and DFAT

COPYTweedy, Browne Co.×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,744DFAT · best of the two

02 / 04

COPY and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.76%+25.2%+32.9%[…][…]−9.1%13.1%$436M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−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 4, 2026 · returns include dividends · since: COPY 2024 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Tweedy, Browne Insider + Value ETF · $436M[…]

COPY

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,744

$10,000 five years ago, dividends reinvested · they hold 5.7% in common

COPYMeasureDFAT

+25.2%Year to dateJan 1 → Nov 4+20.6%

+32.9%1 yearTotal return+26.4%

[…]3 years · per year$10,000 became […] · $17,261+20.0%

[…]5 years · per year$10,000 became […] · $16,744+10.9%

0.89%Expense ratio$89 · $31 a year on $10k · lower is better0.31%

0.76%Trailing 12-mo yield$76 · $131 a year on $10k1.31%

−9.1%Worst dropSmaller is better−9.6%

13.1%VolatilityLower is calmer14.3%

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

4–2COPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

COPY vs DFAT: Top 5 Holdings

Today

COPY

5.6%in top 5

DFAT

in top 53.6%

COPYStockDFAT

1.2%DINOnot top 5

1.2%REP.MCnot top 5

1.1%PEY.TOnot top 5

1.1%EB5.SInot top 5

1.1%BKT.MCnot top 5

not top 5OVV0.8%

not top 5CNH0.7%

not top 5APA0.7%

not top 5BALL0.7%

not top 5TOL0.7%

Held in common5.7%

End-of-day Nov 4, 2026 · share of each fund

COPY vs DFAT Returns, Every Period

Tweedy, Browne Co.COPY

+32.9%

past year

DFATDimensional

+26.4%

past year

COPYDFATFaded: behind in that period

2–0COPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

COPY vs DFAT

YTD

Tweedy, Browne Co.COPY

+25.2%

DFATDimensional

+20.6%

+25.2%Year to date+20.6%

−9.1%Worst drop · 1Y−9.6%

13.1%Volatility · 1Y14.3%

0.8%Yield1.3%

$436MAssets$31.7B

3–1COPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: COPY, DFAT

Today

0.31%lowest, DFAT

FundExpense ratioFee$10k

DFAT0.31%$31

COPY0.89%$89

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: COPY, DFAT

1.31%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.31%$131

COPY0.76%$76

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

COPY$76 − $89 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: COPY, DFAT

Today

5.7%most shared, COPY and DFAT

COPYDFAT

COPY—5.7%

DFAT5.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+32.9%COPY, at 13.1% volatility

COPYWorst drop−9.1%13.1% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

DFATCOPY

+20.6%Year to date+25.2%

1.3%Yield0.8%

+26.4%Past year+32.9%

0.31%Fee0.89%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026