ACVF vs DFAT

AACVF

BDFAT

Measures won4–2ACVF wins · of 6 · 5Y

$10,000 · 5Y$16,106ACVF · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common1.3%ACVF and DFAT

ACVF

DFAT

American Conservative Values ETF · $154MDimensional - US Targeted Value ETF · $32.1B

+18.9%3 years · per year$16,826 · $16,661+18.5%

+10.0%5 years · per year$16,106 · $15,974+9.8%

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

0.50%12-mo yield$50 · $135 on $10k1.35%

−7.7%Worst dropSmaller wins−9.6%

13.5%VolatilityLower wins14.7%

4–2ACVF wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACVF · DFAT

0.2%VSAT0.3%

0.1%M0.4%

0.1%NWSA0.2%

0.1%EWBC0.1%

Held in common1.3%

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

All Three

5Y3 funds

#
1	AACVF	American Conservative Values ETFRead Desk	0.75%	0.50%	−4.6%	+7.9%	+9.3%	+18.9%	+10.0%	−7.7%	$154M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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

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

All Three

5Y3 funds

#
1	AACVF	American Conservative Values ETFRead Desk	0.75%	0.50%	−4.6%	+7.9%	+9.3%	+18.9%	+10.0%	−7.7%	$154M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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

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

ACVF vs DFAT

ACVF

American Conservative Values

$16,106

DFAT

Dimensional - US Targeted Value

$15,974

MeasureACVFDFAT

Fee0.75%0.31%

Cost on $10k a year$75$31

Yield0.50%1.35%

5 years, per year+10.0%+9.8%

3 years, per year+18.9%+18.5%

Worst drop · 1Y−7.7%−9.6%

Volatility · 1Y13.5%14.7%

4–2measures won
ACVF first

1.3%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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

Overlap: ACVF, DFAT, VUG

Today

36.4%most shared, ACVF and VUG

ACVFDFATVUG

ACVF—1.3%36.4%

DFAT1.3%—0.0%

VUG36.4%0.0%—

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

VUG$43 − $3 = $40

ACVF$50 − $75 = −$25

KeptFee

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