ACVF vs DFAT

AACVF

BDFAT

Measures won4–2ACVF wins · of 6 · 5Y

$10,000 · 5Y$16,985ACVF · DFAT $16,744

Lowest cost0.31%DFAT · $31 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−7.7%ACVF · worst fall in 1Y

Held in common1.3%ACVF and DFAT

ACVF

DFAT

American Conservative Values ETF · $153MDimensional - US Targeted Value ETF · $31.7B

+21.2%3 years · per year$17,784 · $17,261+20.0%

+11.2%5 years · per year$16,985 · $16,744+10.9%

0.75%Expense ratio$75 · $31 on $10k · lower wins0.31%

0.48%12-mo yield$48 · $131 on $10k1.31%

−7.7%Worst dropSmaller wins−9.6%

12.7%VolatilityLower wins14.3%

4–2ACVF wins

$10,000 · 5 yearsOne scale

Shared top holdingsACVF · DFAT

0.2%VSAT0.4%

0.1%NWSA0.2%

0.1%M0.3%

0.1%EWBC0.1%

Held in common1.3%

End-of-day Nov 4, 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	AACVF	American Conservative Values ETFRead Desk		0.75%	0.48%	+1.3%	+13.1%	+13.3%	+21.2%	+11.2%	−7.7%	$153M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AACVF	American Conservative Values ETFRead Desk		0.75%	0.48%	+1.3%	+13.1%	+13.3%	+21.2%	+11.2%	−7.7%	$153M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ACVF vs DFAT

ACVF

American Conservative Values

$16,985

DFAT

Dimensional - US Targeted Value

$16,744

MeasureACVFDFAT

Fee0.75%0.31%

Cost on $10k a year$75$31

Yield0.48%1.31%

5 years, per year+11.2%+10.9%

3 years, per year+21.2%+20.0%

Worst drop · 1Y−7.7%−9.6%

Volatility · 1Y12.7%14.3%

4–2measures won
ACVF first

1.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

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

Overlap: ACVF, DFAT

Today

1.3%most shared, ACVF and DFAT

ACVFDFAT

ACVF—1.3%

DFAT1.3%—

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

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

ACVF$48 − $75 = −$27

KeptFee

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