ACVU vs DFAT

AACVU

BDFAT

Measures won4–1ACVU wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAT $15,924

Lowest cost0.03%VUG · $3 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 · $30.8B

+18.7%3 years · per year$16,730 · $16,470+18.1%

[…]5 years · per year[…] · $15,924+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 wins14.6%

4–1ACVU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsACVU · DFAT

0.6%ALLY0.5%

0.4%SSB0.5%

1.1%PNFP0.4%

0.7%RRX0.4%

Held in common3.3%

End-of-day Nov 6, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
3	AACVU	Hartford Quality Value ETFRead Desk	0.45%	1.66%	−0.3%	+18.4%	+23.5%	+18.7%	new	−7.5%	$278M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
3	AACVU	Hartford Quality Value ETFRead Desk	0.45%	1.66%	−0.3%	+18.4%	+23.5%	+18.7%	new	−7.5%	$278M

End-of-day Nov 6, 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

$15,924

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+18.7%+18.1%

Worst drop · 1Y−7.5%−9.6%

Volatility · 1Y11.5%14.6%

4–1measures won
ACVU first

3.3%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: ACVU, DFAT, VUG

Today

22.1%most shared, ACVU and VUG

ACVUDFATVUG

ACVU—3.3%22.1%

DFAT3.3%—0.0%

VUG22.1%0.0%—

End-of-day Nov 6, 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

VUG$42 − $3 = $39

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee