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ABVAL

BDFAT

Measures won3–1BVAL wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · DFAT $15,714

Lowest cost0.03%VO · $3 on $10k

Most income1.33%VO · $133 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[…] · $16,277+17.6%

[…]5 years · per year[…] · $15,714+9.5%

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

1.13%12-mo yield$113 · $132 on $10k1.32%

Cards for this view

BVAL

Bluemonte Large Cap Value

[…]

DFAT

Dimensional - US Targeted Value

$15,714

MeasureBVALDFAT

Fee0.29%0.31%

Cost on $10k a year$29$31

Yield1.13%1.32%

5 years, per year[…]+9.5%

3 years, per year[…]+17.6%

Worst drop · 1Y−6.7%−9.6%

Volatility · 1Y10.9%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
4	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	+0.7%	+18.2%	+20.5%	new	new	−6.7%	$318M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.33%	+1.3%	+15.0%	+15.0%	+18.8%	+6.9%	−8.2%	$103.4B
4	ABVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	+0.7%	+18.2%	+20.5%	new	new	−6.7%	$318M