Compare · 2 funds side by side · dividends reinvested

DFLV and DFAT

DFLVDimensional×DFATDimensional×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,377DFAT · best of the two

Story of the two · IncomeMost incomeDFLV · 1.34% · $134 a year on $10k

Story of the two · RiskSmallest drop

DFLV and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Large Cap Value ETFUS Stock Styles · Value0.21%1.34%+24.5%+27.4%+22.1%[…]−5.5%11.2%$7.7B1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+18.8%+22.8%+18.0%+9.0%−9.6%14.8%$31.5B1.9

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

End-of-day Nov 13, 2026 · returns include dividends · since: DFLV 2022 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Dimensional - US Targeted Value ETF · $31.5B$15,377

DFAT

DFLV

Dimensional - US Large Cap Value ETF · $7.7B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

DFATMeasureDFLV

+18.8%

More Ways to See the Pairs

DFAT vs DFLV: Top 5 Holdings

Today

DFAT

3.6%in top 5

DFLV

in top 517.1%

DFATStockDFLV

not top 5AMZN5.0%

not top 5JPM4.4%

not top 5XOM3.7%

not top 5BRK-B2.1%

not top 5META2.0%

Cost, Income and Risk

Fees: DFLV, DFAT

Today

0.21%lowest, DFLV

FundExpense ratioFee$10k

DFLV0.21%$21

DFAT0.31%$31

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: DFLV, DFAT

1Y

1.34%highest, DFLV

FundTrailing yield

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+24.5%

+22.8%1 yearTotal return+27.4%

+18.0%3 years · per year$10,000 became $16,427 · $18,222+22.1%

+9.0%5 years · per year$10,000 became $15,377 · […][…]

0.31%Expense ratio$31 · $21 a year on $10k · lower is better0.21%

1.33%Trailing 12-mo yield$133 · $134 a year on $10k1.34%

−9.6%Worst dropSmaller is better−5.5%

14.8%VolatilityLower is calmer11.2%

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

0–7DFLV wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

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 common0.8%

End-of-day Nov 13, 2026 · share of each fund

DFAT vs DFLV Returns, Every Period

1Y

DimensionalDFAT

+22.8%

past year

DFLVDimensional

+27.4%

past year

DFATDFLVFaded: behind in that period

0–3DFLV wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

DFAT vs DFLV

YTD

DimensionalDFAT

+18.8%

DFLVDimensional

+24.5%

+18.8%Year to date+24.5%

−9.6%Worst drop · 1Y−5.5%

14.8%Volatility · 1Y11.2%

1.3%Yield1.3%

$31.5BAssets$7.7B

3–0DFLV wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

DFLV1.34%$134

DFAT1.33%$133

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$113most kept, DFLV

DFLV$134 − $21 = $113

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: DFLV, DFAT

Today

0.8%most shared, DFLV and DFAT

DFLVDFAT

DFLV—0.8%

DFAT0.8%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+27.4%DFLV, at 11.2% volatility

DFLVWorst drop−5.5%11.2% vol

DFATWorst drop−9.6%14.8% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

DFLVDFAT

+24.5%Year to date+18.8%

1.3%Yield1.3%

+27.4%Past year+22.8%

0.21%Fee0.31%

3–0DFLV wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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DFLV and DFAT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two