Compare · 3 funds side by side · dividends reinvested

MVPL, DFAT and VUG

MVPLMiller Value Partners×DFATDimensional×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

MVPL, DFAT and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$32.1B1.4

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B2.1

Miller Value Partners Leverage ETFUS Stock Styles · Value0.88%0.91%+20.5%+17.6%[…][…]−12.4%23.4%$31M2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: MVPL 2024 · DFAT 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Miller Value Partners Leverage ETF · $31M[…]

MVPL

DFAT

Dimensional - US Targeted Value ETF · $32.1B$15,974

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MVPLMeasureDFAT

+20.5%Year to dateJan 1 → Nov 5+20.6%

+17.6%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%

0.88%Expense ratio$88 · $31 a year on $10k · lower is better0.31%

0.91%Trailing 12-mo yield$91 · $131 a year on $10k1.31%

−12.4%Worst dropSmaller is better−9.6%

23.4%VolatilityLower is calmer14.3%

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

0–6DFAT wins

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

More Ways to See the Pairs

MVPL vs DFAT: Top 5 Holdings

Today

MVPL

100.0%in top 5

DFAT

in top 53.5%

MVPLStockDFAT

100.0%SPUUnot top 5

not top 5OVV0.8%

not top 5BALL0.7%

not top 5CNH0.7%

not top 5TOL0.7%

not top 5SJM0.7%

Held in common0.0%

End-of-day Nov 5, 2026 · share of each fund

MVPL vs DFAT Returns, Every Period

Miller Value PartnersMVPL

+17.6%

past year

DFATDimensional

+26.4%

past year

MVPLDFATFaded: behind in that period

0–2DFAT wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

MVPL vs DFAT

YTD

Miller Value PartnersMVPL

+20.5%

DFATDimensional

+20.6%

+20.5%Year to date+20.6%

−12.4%Worst drop · 1Y−9.6%

23.4%Volatility · 1Y14.3%

0.9%Yield1.3%

$31.0MAssets$32.1B

4–0DFAT wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MVPL, DFAT, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DFAT0.31%$31

MVPL0.88%$88

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: MVPL, DFAT, VUG

1.31%highest, DFAT

FundTrailing yieldYield$10k

DFAT1.31%$131

MVPL0.91%$91

VUG0.40%$40

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

VUG$40 − $3 = $37

MVPL$91 − $88 = $3

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: MVPL, DFAT, VUG

Today

0.0%most shared, MVPL and DFAT

MVPLDFATVUG

MVPL—0.0%0.0%

DFAT0.0%—0.0%

VUG0.0%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.4%DFAT, at 14.3% volatility

DFATWorst drop−9.6%14.3% vol

VUGWorst drop−16.1%18.2% vol

MVPLWorst drop−12.4%23.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DFATMVPL

+20.6%Year to date+20.5%

1.3%Yield0.9%

+26.4%Past year+17.6%

0.31%Fee0.88%

4–0DFAT wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026