Compare · 2 funds side by side · dividends reinvested

REVS and DFAT

REVSColumbia Threadneedle×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,609REVS · best of the two

02 / 04

REVS and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Columbia Research Enhanced Value ETFUS Stock Styles · Value0.20%1.71%+24.4%+28.9%+24.5%+13.2%−6.9%11.6%$400M1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$31.7B2.0

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

End-of-day Nov 4, 2026 · returns include dividends · since: REVS 2019 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Columbia Research Enhanced Value ETF · $400M$18,609

REVS

DFAT

Dimensional - US Targeted Value ETF · $31.7B$16,744

$10,000 five years ago, dividends reinvested · they hold 6.1% in common

REVSMeasureDFAT

+24.4%Year to dateJan 1 → Nov 4+20.6%

+28.9%1 yearTotal return+26.4%

+24.5%3 years · per year$10,000 became $19,293 · $17,261+20.0%

+13.2%5 years · per year$10,000 became $18,609 · $16,744+10.9%

0.20%Expense ratio$20 · $31 a year on $10k · lower is better0.31%

1.71%Trailing 12-mo yield$171 · $131 a year on $10k1.31%

−6.9%Worst dropSmaller is better−9.6%

11.6%VolatilityLower is calmer14.3%

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

8–0REVS wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

REVS vs DFAT: Top 5 Holdings

Today

REVS

24.5%in top 5

DFAT

in top 53.6%

REVSStockDFAT

8.4%AAPLnot top 5

7.5%MSFTnot top 5

3.1%CVXnot top 5

3.0%BACnot top 5

2.5%MOnot top 5

not top 5OVV0.8%

not top 5CNH0.7%

not top 5APA0.7%

not top 5BALL0.7%

not top 5TOL0.7%

Held in common6.1%

End-of-day Nov 4, 2026 · share of each fund

REVS vs DFAT Returns, Every Period

Columbia ThreadneedleREVS

+13.2%

5 years, per year

DFATDimensional

+10.9%

5 years, per year

REVSDFATFaded: behind in that period

4–0REVS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

REVS vs DFAT

YTD

Columbia ThreadneedleREVS

+24.4%

DFATDimensional

+20.6%

+24.4%Year to date+20.6%

−6.9%Worst drop · 1Y−9.6%

11.6%Volatility · 1Y14.3%

1.7%Yield1.3%

$400MAssets$31.7B

4–0REVS wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: REVS, DFAT

Today

0.20%lowest, REVS

FundExpense ratioFee$10k

REVS0.20%$20

DFAT0.31%$31

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: REVS, DFAT

1.71%highest, REVS

FundTrailing yieldYield$10k

REVS1.71%$171

DFAT1.31%$131

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$151most kept, REVS

REVS$171 − $20 = $151

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: REVS, DFAT

Today

6.1%most shared, REVS and DFAT

REVSDFAT

REVS—6.1%

DFAT6.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+28.9%REVS, at 11.6% volatility

REVSWorst drop−6.9%11.6% vol

DFATWorst drop−9.6%14.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

REVSDFAT

+24.4%Year to date+20.6%

1.7%Yield1.3%

+28.9%Past year+26.4%

0.20%Fee0.31%

4–0REVS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026