BKDV vs DFAT5YBKDVBKDVAvsBDFATDFATBNY Mellon Dynamic Value ETF · $2.4BDimensional - US Targeted Value ETF · $31.8BReturns · dividends in[…]3 years · per year[…] · $16,277+17.6%[…]5 years · per year[…] · $15,714+9.5%Cost and income0.60%Expense ratio$60 · $31 on $10k · lower wins0.31%0.51%12-mo yield$51 · $132 on $10k1.32%
Overlap: BKDV, DFAT, VUGToday16.2%most shared, BKDV and VUGBKDVDFATVUGBKDV—0.8%16.2%DFAT0.8%—0.0%VUG16.2%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
BKDV vs DFAT5YABKDVBNY Mellon Dynamic Value[…]vsDFATBDimensional - US Targeted Value$15,714MeasureBKDVDFATFee0.60%0.31%Cost on $10k a year$60$31Yield0.51%1.32%5 years, per year[…]+9.5%3 years, per year[…]+17.6%Worst drop · 1Y−6.7%−9.6%Volatility · 1Y12.5%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.32%+0.5%+19.7%+24.7%+17.6%+9.5%−9.6%$31.8B3ABKDVBNY Mellon Dynamic Value ETFReadDesk0.60%0.51%+0.2%+21.6%+26.2%newnew−6.7%$2.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%+1.7%+5.1%+3.6%+22.6%+10.6%−15.1%$232.9B2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.32%+0.5%+19.7%+24.7%+17.6%+9.5%−9.6%$31.8B3ABKDVBNY Mellon Dynamic Value ETFReadDesk0.60%0.51%+0.2%+21.6%+26.2%newnew−6.7%$2.4BEnd-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+5.1%vsBSSCHGSchwab+5.9%Jan 1Nov 11+5.1%+5.9%+5.1%Year to date+5.9%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 11, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.6%vsBVVIGVanguard+16.0%Jan 1Nov 11+34.6%+16.0%+34.6%Year to date+16.0%2.9%Yield1.4%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 11, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+8.1%vsBJMJEPIJ.P. Morgan+8.6%Jan 1Nov 11+8.1%+8.6%+8.1%Year to date+8.6%12.2%Yield7.8%$41.8BAssets$46.8B1–1levelEnd-of-day Nov 11, 2026
Overlap: BKDV, DFAT, VUGToday16.2%most shared, BKDV and VUGBKDVDFATVUGBKDV—0.8%16.2%DFAT0.8%—0.0%VUG16.2%0.0%—End-of-day Nov 11, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$101most kept, DFATDFAT$132 − $31 = $101VUG$41 − $3 = $38BKDV$51 − $60 = −$9KeptFeeEnd-of-day Nov 11, 2026 · yield in dollars minus the fee