Compare · 2 funds side by side · dividends reinvested

FLCV and DFAT

FLCVFederated Hermes×DFATDimensional×

Versus in desk

02 / 04

IWD+0.0%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,937DFAT · best of the two

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

Story of the two · RiskSmallest drop

FLCV and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Federated Hermes MDT Large Cap Value ETFUS Stock Styles · Value0.43%0.67%+23.9%+28.9%[…][…]−5.7%11.7%$240M1.3

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.33%+19.0%+24.8%+16.9%+9.8%−9.6%14.7%$31.6B1.5

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

End-of-day Nov 10, 2026 · returns include dividends · since: FLCV 2024 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

5Y

Federated Hermes MDT Large Cap Value ETF · $240M[…]

FLCV

DFAT

Dimensional - US Targeted Value ETF · $31.6B$15,937

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

FLCVMeasureDFAT

+23.9%

More Ways to See the Pairs

FLCV vs DFAT: Top 5 Holdings

Today

FLCV

21.7%in top 5

DFAT

in top 53.6%

FLCVStockDFAT

6.1%AAPLnot top 5

5.8%AMZNnot top 5

4.2%MSFTnot top 5

3.2%ABBVnot top 5

2.4%COSTnot top 5

Cost, Income and Risk

Fees: FLCV, DFAT

Today

0.31%lowest, DFAT

FundExpense ratioFee$10k

DFAT0.31%$31

FLCV0.43%$43

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

Yields: FLCV, DFAT

1Y

1.33%highest, DFAT

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+33.8%

VIGVanguard

+15.1%

+33.8%Year to date+15.1%

2.9%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 10, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.0%

JEPIJ.P. Morgan

+7.6%

SPYM vs SPY

YTD

SPDRSPYM

+10.9%

SPYSPDR

+10.8%

Year to dateJan 1 → Nov 10

+19.0%

+28.9%1 yearTotal return+24.8%

[…]3 years · per year$10,000 became […] · $15,988+16.9%

[…]5 years · per year$10,000 became […] · $15,937+9.8%

0.43%Expense ratio$43 · $31 a year on $10k · lower is better0.31%

0.67%Trailing 12-mo yield$67 · $133 a year on $10k1.33%

−5.7%Worst dropSmaller is better−9.6%

11.7%VolatilityLower is calmer14.7%

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

4–2FLCV wins

End-of-day Nov 10, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5CNH0.8%

not top 5OVV0.7%

not top 5BALL0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common2.5%

End-of-day Nov 10, 2026 · share of each fund

FLCV vs DFAT Returns, Every Period

1Y

Federated HermesFLCV

+28.9%

past year

DFATDimensional

+24.8%

past year

FLCVDFATFaded: behind in that period

2–0FLCV wins

End-of-day Nov 10, 2026 · dividends in · faded = behind in that period

FLCV vs DFAT

YTD

Federated HermesFLCV

+23.9%

DFATDimensional

+19.0%

+23.9%Year to date+19.0%

−5.7%Worst drop · 1Y−9.6%

11.7%Volatility · 1Y14.7%

0.7%Yield1.3%

$240MAssets$31.6B

3–1FLCV wins

End-of-day Nov 10, 2026 · smaller drop and lower volatility win

Yield

$10k

DFAT1.33%$133

FLCV0.67%$67

End-of-day Nov 10, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$102most kept, DFAT

DFAT$133 − $31 = $102

FLCV$67 − $43 = $24

KeptFee

End-of-day Nov 10, 2026 · yield in dollars minus the fee

Overlap: FLCV, DFAT

Today

2.5%most shared, FLCV and DFAT

FLCVDFAT

FLCV—2.5%

DFAT2.5%—

End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+28.9%FLCV, at 11.7% volatility

FLCVWorst drop−5.7%11.7% vol

DFATWorst drop−9.6%14.7% vol

End-of-day Nov 10, 2026 · up and left is better

Paid More vs Made More

YTD

DFATFLCV

+19.0%Year to date+23.9%

1.3%Yield0.7%

+24.8%Past year+28.9%

0.31%Fee0.43%

2–2level

End-of-day Nov 10, 2026

+6.0%Year to date+7.6%

12.4%Yield7.9%

$42.0BAssets$46.6B

1–1level

End-of-day Nov 10, 2026

+10.9%Year to date+10.8%

1.0%Yield1.0%

$183BAssets$792B

1–0SPYM wins

End-of-day Nov 10, 2026

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FLCV and DFAT

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two