BLCV vs DFAT

ABLCV

BDFAT

Measures won0–1DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,924DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common[…]BLCV and DFAT

BLCV

DFAT

iShares Large Cap Value Active ETF · $355MDimensional - US Targeted Value ETF · $30.8B

[…]3 years · per year[…] · $16,470+18.1%

[…]5 years · per year[…] · $15,924+9.8%

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

[…]12-mo yield[…] · $135 on $10k1.35%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins14.6%

0–1DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsBLCV · DFAT

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

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

Both

5Y2 funds

#			Trend
1	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
2	ABLCV	iShares Large Cap Value Active ETFRead Desk		0.45%	[…]	new	new	new	new	new	[…]	$355M

End-of-day Nov 6, 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%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	ABLCV	iShares Large Cap Value Active ETFRead Desk		0.45%	[…]	new	new	new	new	new	[…]	$355M

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

BLCV vs DFAT

BLCV

iShares Large Cap Value Active

[…]

DFAT

Dimensional - US Targeted Value

$15,924

MeasureBLCVDFAT

Fee0.45%0.31%

Cost on $10k a year$45$31

Yield[…]1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.1%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]14.6%

1–0measures won
DFAT first

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: BLCV, DFAT

Today

[…]holdings […]

BLCVDFAT

BLCV—[…]

DFAT[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

BLCV[…] − $45 = […]

KeptFee

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