CGVV vs DFAT

ACGVV

BDFAT

Measures won1–3DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT

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 common2.1%CGVV and DFAT

CGVV

DFAT

Capital Group U.S. Large Value ETF · $182MDimensional - US Targeted Value ETF · $32.1B

[…]3 years · per year[…] · $16,661+18.5%

[…]5 years · per year[…] · $15,974+9.8%

0.33%Expense ratio$33 · $31 on $10k · lower wins0.31%

0.83%12-mo yield$83 · $135 on $10k1.35%

−10.1%Worst dropSmaller wins−9.6%

13.9%VolatilityLower wins14.7%

1–3DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsCGVV · DFAT

0.5%ARW0.5%

0.6%SWKS0.3%

1.3%OSK0.3%

1.8%AIZ0.3%

Held in common2.1%

End-of-day Nov 5, 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%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	ACGVV	Capital Group U.S. Large Value ETFRead Desk		0.33%	0.83%	−2.8%	+17.1%	+21.6%	new	new	−10.1%	$182M

End-of-day Nov 5, 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%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	ACGVV	Capital Group U.S. Large Value ETFRead Desk		0.33%	0.83%	−2.8%	+17.1%	+21.6%	new	new	−10.1%	$182M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CGVV vs DFAT

CGVV

Capital Group U.S. Large Value

[…]

DFAT

Dimensional - US Targeted Value

$15,974

MeasureCGVVDFAT

Fee0.33%0.31%

Cost on $10k a year$33$31

Yield0.83%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.5%

Worst drop · 1Y−10.1%−9.6%

Volatility · 1Y13.9%14.7%

3–1measures won
DFAT first

2.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CGVV, DFAT

Today

2.1%most shared, CGVV and DFAT

CGVVDFAT

CGVV—2.1%

DFAT2.1%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

CGVV$83 − $33 = $50

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee