Compare · 2 funds side by side · dividends reinvested

COPY and DFAT

COPYTweedy, Browne Co.×DFATDimensional×

Versus in desk

02 / 04

IWD−0.4%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,633DFAT · best of the two

Story of the two · IncomeMost incomeDFAT · 1.33% · $133 a year on $10k

Story of the two · RiskSmallest drop

COPY and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Tweedy, Browne Insider + Value ETFUS Stock Styles · Value0.89%0.78%+22.9%+29.5%[…][…]−9.1%13.3%$445M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.5%+22.9%+17.5%+9.3%−9.6%14.8%$31.5B1.5

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

End-of-day Nov 12, 2026 · returns include dividends · since: COPY 2024 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.5B$15,633

DFAT

COPY

Tweedy, Browne Insider + Value ETF · $445M[…]

$10,000 five years ago, dividends reinvested · they hold 4.1% in common

DFATMeasureCOPY

+18.5%

More Ways to See the Pairs

DFAT vs COPY: Top 5 Holdings

Today

DFAT

3.6%in top 5

COPY

in top 56.3%

DFATStockCOPY

not top 5BME.L1.3%

not top 5NORION.S1.3%

not top 5PNDORA.C1.3%

not top 5086790.K1.3%

not top 5EFOR

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 12, 2026 · fee on $10,000 a year

Yields: COPY, DFAT

1Y

1.33%highest, DFAT

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.2%

VIGVanguard

+16.0%

+34.2%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 12, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.8%

JEPIJ.P. Morgan

+8.3%

SPYM vs SPY

YTD

SPDRSPYM

+12.0%

SPYSPDR

+11.9%

Year to dateJan 1 → Nov 12

+22.9%

+22.9%1 yearTotal return+29.5%

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

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

0.31%Expense ratio$31 · $89 a year on $10k · lower is better0.89%

1.33%Trailing 12-mo yield$133 · $78 a year on $10k0.78%

−9.6%Worst dropSmaller is better−9.1%

14.8%VolatilityLower is calmer13.3%

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

2–4COPY wins

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

1.2%

0.8%OVVnot top 5

0.8%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common4.1%

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

DFAT vs COPY Returns, Every Period

1Y

DimensionalDFAT

+22.9%

past year

COPYTweedy, Browne Co.

+29.5%

past year

DFATCOPYFaded: behind in that period

0–2COPY wins

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

DFAT vs COPY

YTD

DimensionalDFAT

+18.5%

COPYTweedy, Browne Co.

+22.9%

+18.5%Year to date+22.9%

−9.6%Worst drop · 1Y−9.1%

14.8%Volatility · 1Y13.3%

1.3%Yield0.8%

$31.5BAssets$445M

3–1COPY wins

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

Yield

$10k

DFAT1.33%$133

COPY0.78%$78

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

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

COPY$78 − $89 = −$11

KeptFee

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

Overlap: COPY, DFAT

Today

4.1%most shared, COPY and DFAT

COPYDFAT

COPY—4.1%

DFAT4.1%—

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

Return vs Bumpiness: 2 ETFs

1Y

+29.5%COPY, at 13.3% volatility

COPYWorst drop−9.1%13.3% 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

DFATCOPY

+18.5%Year to date+22.9%

1.3%Yield0.8%

+22.9%Past year+29.5%

0.31%Fee0.89%

2–2level

End-of-day Nov 12, 2026

+7.8%Year to date+8.3%

12.2%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 12, 2026

+12.0%Year to date+11.9%

1.0%Yield1.0%

$186BAssets$806B

1–0SPYM wins

End-of-day Nov 12, 2026

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COPY and DFAT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two