ACVU vs DFAT

AACVU

BDFAT

Measures won4–1ACVU wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.66%ACVU · $166 on $10k

Smallest drop−7.5%ACVU · worst fall in 1Y

Held in common3.3%ACVU and DFAT

ACVU

DFAT

Hartford Quality Value ETF · $278MDimensional - US Targeted Value ETF · $32.1B

+18.9%3 years · per year$16,811 · $16,661+18.5%

[…]5 years · per year[…] · $15,974+9.8%

0.45%Expense ratio$45 · $31 on $10k · lower wins0.31%

1.66%12-mo yield$166 · $135 on $10k1.35%

−7.5%Worst dropSmaller wins−9.6%

11.5%VolatilityLower wins14.7%

4–1ACVU wins

$10,000 · 5 yearsOne scale

Shared top holdingsACVU · DFAT

0.6%ALLY0.5%

0.4%SSB0.4%

1.1%PNFP0.4%

0.7%RRX0.4%

Held in common3.3%

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

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	AACVU	Hartford Quality Value ETFRead Desk		0.45%	1.66%	−2.6%	+18.7%	+24.5%	+18.9%	new	−7.5%	$278M

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	AACVU	Hartford Quality Value ETFRead Desk		0.45%	1.66%	−2.6%	+18.7%	+24.5%	+18.9%	new	−7.5%	$278M

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

ACVU vs DFAT

ACVU

Hartford Quality Value

[…]

DFAT

Dimensional - US Targeted Value

$15,974

MeasureACVUDFAT

Fee0.45%0.31%

Cost on $10k a year$45$31

Yield1.66%1.35%

5 years, per year[…]+9.8%

3 years, per year+18.9%+18.5%

Worst drop · 1Y−7.5%−9.6%

Volatility · 1Y11.5%14.7%

4–1measures won
ACVU first

3.3%

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: ACVU, DFAT

Today

3.3%most shared, ACVU and DFAT

ACVUDFAT

ACVU—3.3%

DFAT3.3%—

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

Income After Fees on $10,000

$121most kept, ACVU

ACVU$166 − $45 = $121

DFAT$135 − $31 = $104

KeptFee

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