BVAL vs DFAT

ABVAL

BDFAT

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$15,714DFAT · VO $13,944

Lowest cost0.03%VO · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common0.0%BVAL and DFAT

Bluemonte Large Cap Value ETF · $318MDimensional - US Targeted Value ETF · $31.6B

[…]3 years · per year[…] · $15,988+16.9%

[…]5 years · per year[…] · $15,937+9.8%

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

1.14%12-mo yield$114 · $133 on $10k1.33%

Cards for this view

BVAL

Bluemonte Large Cap Value

[…]

DFAT

Dimensional - US Targeted Value

$15,937

MeasureBVALDFAT

Fee0.29%0.31%

Cost on $10k a year$29$31

Yield1.14%1.33%

5 years, per year[…]+9.8%

3 years, per year[…]+16.9%

Worst drop · 1Y−6.7%−9.6%

Volatility · 1Y10.9%

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	0.0%	+17.3%	+20.5%	new	new	−6.7%	$318M

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.6B
2	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+0.3%	+13.6%	+14.4%	+18.0%	+6.7%	−8.2%	$103.4B
3	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.14%	0.0%	+17.3%	+20.5%	new	new	−6.7%	$318M

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