Compare · 2 funds side by side · dividends reinvested

DFAT and FLCV

DFATDimensional×FLCVFederated Hermes×

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$15,714DFAT · best of the two

Story of the two · IncomeMost incomeDFAT · 1.32% · $132 a year on $10k

Story of the two · RiskSmallest drop

DFAT and FLCV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes MDT Large Cap Value ETFUS Stock Styles · Value0.43%0.66%+24.6%+28.8%[…][…]−5.7%11.7%$246M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.32%+19.7%+24.7%+17.6%+9.5%−9.6%14.7%$31.8B1.5

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

End-of-day Nov 11, 2026 · returns include dividends · since: DFAT 2000 · FLCV 2024

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.8B$15,714

DFAT

FLCV

Federated Hermes MDT Large Cap Value ETF · $246M[…]

$10,000 five years ago, dividends reinvested · they hold 2.5% in common

DFATMeasureFLCV

+19.7%

More Ways to See the Pairs

DFAT vs FLCV: Top 5 Holdings

Today

DFAT

3.6%in top 5

FLCV

in top 521.6%

DFATStockFLCV

not top 5AAPL6.1%

not top 5AMZN5.9%

not top 5MSFT4.1%

not top 5ABBV3.2%

not top 5COST2.4%

Cost, Income and Risk

Fees: DFAT, FLCV

Today

0.31%lowest, DFAT

FundExpense ratioFee$10k

DFAT0.31%$31

FLCV0.43%$43

End-of-day Nov 11, 2026 · fee on $10,000 a year

Yields: DFAT, FLCV

1Y

1.32%highest, DFAT

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.6%

VIGVanguard

+16.0%

+34.6%Year to date+16.0%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 11, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.1%

JEPIJ.P. Morgan

+8.6%

SPYM vs SPY

YTD

SPDRSPYM

+12.4%

SPYSPDR

+12.3%

Year to dateJan 1 → Nov 11

+24.6%

+24.7%1 yearTotal return+28.8%

+17.6%3 years · per year$10,000 became $16,277 · […][…]

+9.5%5 years · per year$10,000 became $15,714 · […][…]

0.31%Expense ratio$31 · $43 a year on $10k · lower is better0.43%

1.32%Trailing 12-mo yield$132 · $66 a year on $10k0.66%

−9.6%Worst dropSmaller is better−5.7%

14.7%VolatilityLower is calmer11.7%

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

2–4FLCV wins

End-of-day Nov 11, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

0.8%OVVnot top 5

0.7%CNHnot top 5

0.7%BALLnot top 5

0.7%SJMnot top 5

0.7%TOLnot top 5

Held in common2.5%

End-of-day Nov 11, 2026 · share of each fund

DFAT vs FLCV Returns, Every Period

1Y

DimensionalDFAT

+24.7%

past year

FLCVFederated Hermes

+28.8%

past year

DFATFLCVFaded: behind in that period

0–2FLCV wins

End-of-day Nov 11, 2026 · dividends in · faded = behind in that period

DFAT vs FLCV

YTD

DimensionalDFAT

+19.7%

FLCVFederated Hermes

+24.6%

+19.7%Year to date+24.6%

−9.6%Worst drop · 1Y−5.7%

14.7%Volatility · 1Y11.7%

1.3%Yield0.7%

$31.8BAssets$246M

3–1FLCV wins

End-of-day Nov 11, 2026 · smaller drop and lower volatility win

Yield

$10k

DFAT1.32%$132

FLCV0.66%$66

End-of-day Nov 11, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$101most kept, DFAT

DFAT$132 − $31 = $101

FLCV$66 − $43 = $23

KeptFee

End-of-day Nov 11, 2026 · yield in dollars minus the fee

Overlap: DFAT, FLCV

Today

2.5%most shared, DFAT and FLCV

DFATFLCV

DFAT—2.5%

FLCV2.5%—

End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.8%FLCV, at 11.7% volatility

FLCVWorst drop−5.7%11.7% vol

DFATWorst drop−9.6%14.7% vol

End-of-day Nov 11, 2026 · up and left is better

Paid More vs Made More

YTD

DFATFLCV

+19.7%Year to date+24.6%

1.3%Yield0.7%

+24.7%Past year+28.8%

0.31%Fee0.43%

2–2level

End-of-day Nov 11, 2026

+8.1%Year to date+8.6%

12.2%Yield7.8%

$41.8BAssets$46.8B

1–1level

End-of-day Nov 11, 2026

+12.4%Year to date+12.3%

1.0%Yield1.0%

$183BAssets$793B

1–0SPYM wins

End-of-day Nov 11, 2026

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DFAT and FLCV

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two