DFAT vs SASS

ADFAT

BSASS

Measures won2–0DFAT wins · of 6 · 3Y

$10,000 · 3Y$16,427DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.33%DFAT · $133 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common1.1%DFAT and SASS

DFAT

SASS

Dimensional - US Targeted Value ETF · $31.6BM.D. Sass Concentrated Value ETF · $79M

+18.0%3 years · per year$16,427 · […][…]

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

0.31%Expense ratio$31 · $75 on $10k · lower wins0.75%

1.33%12-mo yield$133 · $0 on $10k0.00%

−9.6%Worst dropSmaller wins

End-of-day Nov 13, 2026 · $10,000 3 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

3Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	+0.3%	+18.8%	+22.8%	+18.0%	+9.0%	−9.6%	$31.6B
2	BSASS	M.D. Sass Concentrated Value ETFRead Desk		0.75%	0.00%	−0.3%	new	new	new	new	[…]	$79M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

3Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	+0.3%	+18.8%	+22.8%	+18.0%	+9.0%	−9.6%	$31.6B
2	BSASS	M.D. Sass Concentrated Value ETFRead Desk		0.75%	0.00%	−0.3%	new	new	new	new	[…]	$79M

End-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAT vs SASS

DFAT

Dimensional - US Targeted Value

$16,427

SASS

M.D. Sass Concentrated Value

[…]

MeasureDFATSASS

Fee0.31%0.75%

Cost on $10k a year$31$75

Yield1.33%0.00%

5 years, per year+9.0%[…]

3 years, per year+18.0%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y14.8%[…]

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DFAT vs SASS

Both

Both

$10,000 in DFAT, SASS

Overlap: DFAT, SASS

DFAT vs SASS

SCHD vs VIG

JEPQ vs JEPI

SPYM vs SPY

Overlap: DFAT, SASS

Income After Fees on $10,000