Compare · 2 funds side by side · dividends reinvested

STXV and DFAT

STXVStrive×DFATDimensional×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,744DFAT · best of the two

02 / 04

STXV and DFAT, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Strive 1000 Value ETFUS Stock Styles · Value0.18%2.05%+22.9%+28.8%+22.4%[…]−5.8%9.7%$77M1.0

Dimensional - US Targeted Value ETFUS Stock Styles · Value0.31%1.31%+20.6%+26.4%+20.0%+10.9%−9.6%14.3%$31.7B1.9

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

End-of-day Nov 4, 2026 · returns include dividends · since: STXV 2022 · DFAT 2000

Head to Head

Swap sides Versus in desk

Head to Head

Strive 1000 Value ETF · $77M[…]

STXV

DFAT

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

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

STXVMeasureDFAT

+22.9%Year to dateJan 1 → Nov 4+20.6%

+28.8%1 yearTotal return+26.4%

+22.4%3 years · per year$10,000 became $18,348 · $17,261+20.0%

[…]5 years · per year$10,000 became […] · $16,744+10.9%

0.18%Expense ratio$18 · $31 a year on $10k · lower is better0.31%

2.05%Trailing 12-mo yield$205 · $131 a year on $10k1.31%

−5.8%Worst dropSmaller is better−9.6%

9.7%VolatilityLower is calmer14.3%

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

7–0STXV wins

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

More Ways to See the Pairs

STXV vs DFAT: Top 5 Holdings

Today

STXV

8.7%in top 5

DFAT

in top 53.6%

STXVStockDFAT

2.5%CVXnot top 5

1.9%BACnot top 5

1.5%WFCnot top 5

1.4%UNHnot top 5

1.3%PGnot top 5

not top 5OVV0.8%

not top 5CNH0.7%

not top 5APA0.7%

not top 5BALL0.7%

not top 5TOL0.7%

Held in common8.7%

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

STXV vs DFAT Returns, Every Period

StriveSTXV

+28.8%

past year

DFATDimensional

+26.4%

past year

STXVDFATFaded: behind in that period

3–0STXV wins

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

STXV vs DFAT

YTD

StriveSTXV

+22.9%

DFATDimensional

+20.6%

+22.9%Year to date+20.6%

−5.8%Worst drop · 1Y−9.6%

9.7%Volatility · 1Y14.3%

2.0%Yield1.3%

$77.1MAssets$31.7B

4–0STXV wins

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

Cost, Income and Risk

Fees: STXV, DFAT

Today

0.18%lowest, STXV

FundExpense ratioFee$10k

STXV0.18%$18

DFAT0.31%$31

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

Yields: STXV, DFAT

2.05%highest, STXV

FundTrailing yieldYield$10k

STXV2.05%$205

DFAT1.31%$131

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

Income After Fees on $10,000

$187most kept, STXV

STXV$205 − $18 = $187

DFAT$131 − $31 = $100

KeptFee

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

Overlap: STXV, DFAT

Today

8.7%most shared, STXV and DFAT

STXVDFAT

STXV—8.7%

DFAT8.7%—

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

Return vs Bumpiness: 2 ETFs

+28.8%STXV, at 9.7% volatility

STXVWorst drop−5.8%9.7% 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

STXVDFAT

+22.9%Year to date+20.6%

2.0%Yield1.3%

+28.8%Past year+26.4%

0.18%Fee0.31%

4–0STXV 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