BVAL vs DFAT

ABVAL

BDFAT

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$15,924DFAT · IJH $13,830

Lowest cost0.05%IJH · $5 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common0.0%BVAL and DFAT

BVAL

DFAT

Bluemonte Large Cap Value ETF · $311MDimensional - US Targeted Value ETF · $30.8B

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

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

0.29%Expense ratio$29 · $31 on $10k · lower wins0.31%

1.16%12-mo yield$116 · $135 on $10k1.35%

−6.7%Worst dropSmaller wins−9.6%

10.7%VolatilityLower wins14.6%

3–1BVAL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsBVAL · DFAT

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

Held in common0.0%

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	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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−0.2%	+14.9%	+17.8%	new	new	−6.7%	$311M

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	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	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.25%	+0.6%	+9.5%	+12.9%	+16.5%	+6.7%	−8.8%	$121.4B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.16%	−0.2%	+14.9%	+17.8%	new	new	−6.7%	$311M

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

BVAL vs DFAT

BVAL

Bluemonte Large Cap Value

[…]

DFAT

Dimensional - US Targeted Value

$15,924

MeasureBVALDFAT

Fee0.29%0.31%

Cost on $10k a year$29$31

Yield1.16%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.1%

Worst drop · 1Y−6.7%−9.6%

Volatility · 1Y10.7%14.6%

3–1measures won
BVAL first

0.0%

holdings shared

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: BVAL, DFAT, IJH

Today

30.2%most shared, DFAT and IJH

BVALDFATIJH

BVAL—0.0%0.0%

DFAT0.0%—30.2%

IJH0.0%30.2%—

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

Income After Fees on $10,000

$120most kept, IJH

IJH$125 − $5 = $120

DFAT$135 − $31 = $104

BVAL$116 − $29 = $87

KeptFee

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