AELV vs DFAT

AAELV

BDFAT

Measures won2–0AELV wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT

Lowest cost0.25%AELV · $25 on $10k

Most income1.37%AELV · $137 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common1.4%AELV and DFAT

AELV

DFAT

Harbor AlphaEdge Large Cap Value ETF · $3MDimensional - US Targeted Value ETF · $32.1B

[…]3 years · per year[…] · $16,661+18.5%

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

0.25%Expense ratio$25 · $31 on $10k · lower wins0.31%

1.37%12-mo yield$137 · $135 on $10k1.35%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins14.7%

2–0AELV wins

$10,000 · 5 yearsOne scale

Shared top holdingsAELV · DFAT

0.6%DINO0.6%

0.6%MTG0.3%

0.6%LEA0.3%

0.5%GNTX0.2%

Held in common1.4%

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	AAELV	Harbor AlphaEdge Large Cap Value ETFRead Desk		0.25%	1.37%	0.0%	new	new	new	new	[…]	$3M

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	AAELV	Harbor AlphaEdge Large Cap Value ETFRead Desk		0.25%	1.37%	0.0%	new	new	new	new	[…]	$3M

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

AELV vs DFAT

AELV

Harbor AlphaEdge Large Cap Value

[…]

DFAT

Dimensional - US Targeted Value

$15,974

MeasureAELVDFAT

Fee0.25%0.31%

Cost on $10k a year$25$31

Yield1.37%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.5%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]14.7%

2–0measures won
AELV first

1.4%

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: AELV, DFAT

Today

1.4%most shared, AELV and DFAT

AELVDFAT

AELV—1.4%

DFAT1.4%—

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

Income After Fees on $10,000

$112most kept, AELV

AELV$137 − $25 = $112

DFAT$135 − $31 = $104

KeptFee

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