ABEQ vs DFAT

AABEQ

BDFAT

Measures won2–4DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT · ABEQ $15,495

Lowest cost0.31%DFAT · $31 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−7.9%ABEQ · worst fall in 1Y

Held in common0.1%ABEQ and DFAT

ABEQ

DFAT

Absolute Select Value ETF · $146MDimensional - US Targeted Value ETF · $32.1B

+15.5%3 years · per year$15,423 · $16,661+18.5%

+9.2%5 years · per year$15,495 · $15,974+9.8%

1.13%Expense ratio$113 · $31 on $10k · lower wins0.31%

1.13%12-mo yield$113 · $135 on $10k1.35%

−7.9%Worst dropSmaller wins−9.6%

9.4%VolatilityLower wins14.7%

2–4DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsABEQ · DFAT

2.8%IEX0.1%

Held in common0.1%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	AABEQ	Absolute Select Value ETFRead Desk		1.13%	1.13%	−0.3%	+11.6%	+16.5%	+15.5%	+9.2%	−7.9%	$146M

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

Both

5Y2 funds

#			Trend
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	AABEQ	Absolute Select Value ETFRead Desk		1.13%	1.13%	−0.3%	+11.6%	+16.5%	+15.5%	+9.2%	−7.9%	$146M

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

Cards for this view

ABEQ vs DFAT

ABEQ

Absolute Select Value

$15,495

DFAT

Dimensional - US Targeted Value

$15,974

MeasureABEQDFAT

Fee1.13%0.31%

Cost on $10k a year$113$31

Yield1.13%1.35%

5 years, per year+9.2%+9.8%

3 years, per year+15.5%+18.5%

Worst drop · 1Y−7.9%−9.6%

Volatility · 1Y9.4%14.7%

4–2measures won
DFAT first

0.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ABEQ, DFAT

Today

0.1%most shared, ABEQ and DFAT

ABEQDFAT

ABEQ—0.1%

DFAT0.1%—

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

ABEQ$113 − $113 = $0

KeptFee

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