BKDV vs DFAT

ABKDV

BDFAT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,974DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−6.7%BKDV · worst fall in 1Y

Held in common0.8%BKDV and DFAT

BKDV

DFAT

BNY Mellon Dynamic Value ETF · $2.4BDimensional - US Targeted Value ETF · $32.1B

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

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

0.60%Expense ratio$60 · $31 on $10k · lower wins0.31%

0.52%12-mo yield$52 · $135 on $10k1.35%

−6.7%Worst dropSmaller wins−9.6%

12.3%VolatilityLower wins14.7%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsBKDV · DFAT

2.2%AIZ0.3%

0.2%AKAM0.3%

1.1%VOYA0.2%

0.6%DLB0.1%

Held in common0.8%

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	ABKDV	BNY Mellon Dynamic Value ETFRead Desk		0.60%	0.52%	−3.0%	+18.6%	+24.8%	new	new	−6.7%	$2.4B

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	ABKDV	BNY Mellon Dynamic Value ETFRead Desk		0.60%	0.52%	−3.0%	+18.6%	+24.8%	new	new	−6.7%	$2.4B

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

BKDV vs DFAT

BKDV

BNY Mellon Dynamic Value

[…]

DFAT

Dimensional - US Targeted Value

$15,974

MeasureBKDVDFAT

Fee0.60%0.31%

Cost on $10k a year$60$31

Yield0.52%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.5%

Worst drop · 1Y−6.7%−9.6%

Volatility · 1Y12.3%14.7%

2–2measures won
level

0.8%

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: BKDV, DFAT

Today

0.8%most shared, BKDV and DFAT

BKDVDFAT

BKDV—0.8%

DFAT0.8%—

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

BKDV$52 − $60 = −$8

KeptFee

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