CGVV vs DFAT

ACGVV

BDFAT

Measures won1–3DFAT wins · of 6 · 5Y

$10,000 · 5Y$16,124VUG · DFAT $15,924

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common2.0%CGVV and DFAT

CGVV

DFAT

Capital Group U.S. Large Value ETF · $187MDimensional - US Targeted Value ETF · $30.8B

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

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

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

0.84%12-mo yield$84 · $135 on $10k1.35%

−10.1%Worst dropSmaller wins−9.6%

13.9%VolatilityLower wins14.6%

1–3DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsCGVV · DFAT

0.5%ARW0.4%

0.6%SWKS0.4%

1.2%OSK0.3%

1.9%AIZ0.3%

Held in common2.0%

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	ACGVV	Capital Group U.S. Large Value ETFRead Desk	0.33%	0.84%	−0.4%	+16.7%	+20.3%	new	new	−10.1%	$187M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
2	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
3	ACGVV	Capital Group U.S. Large Value ETFRead Desk	0.33%	0.84%	−0.4%	+16.7%	+20.3%	new	new	−10.1%	$187M

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

CGVV vs DFAT

CGVV

Capital Group U.S. Large Value

[…]

DFAT

Dimensional - US Targeted Value

$15,924

MeasureCGVVDFAT

Fee0.33%0.31%

Cost on $10k a year$33$31

Yield0.84%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.1%

Worst drop · 1Y−10.1%−9.6%

Volatility · 1Y13.9%14.6%

3–1measures won
DFAT first

2.0%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: CGVV, DFAT, VUG

Today

16.8%most shared, CGVV and VUG

CGVVDFATVUG

CGVV—2.0%16.8%

DFAT2.0%—0.0%

VUG16.8%0.0%—

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

CGVV$84 − $33 = $51

VUG$42 − $3 = $39

KeptFee

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