CHRI vs DFAT

ACHRI

BDFAT

Measures won3–1CHRI wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.29%CHRI · $29 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−9.4%CHRI · worst fall in 1Y

Held in common0.8%CHRI and DFAT

CHRI

DFAT

Global X S&P 500 Christian Values ETF · $10MDimensional - US Targeted Value ETF · $32.1B

[…]3 years · per year[…] · $17,261+20.0%

[…]5 years · per year[…] · $16,744+10.9%

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

0.38%12-mo yield$38 · $131 on $10k1.31%

−9.4%Worst dropSmaller wins−9.6%

13.2%VolatilityLower wins14.3%

3–1CHRI wins

$10,000 · 5 yearsOne scale

Shared top holdingsCHRI · DFAT

0.1%RVTY0.5%

0.0%BAX0.1%

0.0%SOLV0.3%

0.0%COO0.3%

Held in common0.8%

End-of-day Nov 4, 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%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
2	ACHRI	Global X S&P 500 Christian Values ETFRead Desk		0.29%	0.38%	+1.7%	+12.3%	+11.9%	new	new	−9.4%	$10M

End-of-day Nov 4, 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%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
2	ACHRI	Global X S&P 500 Christian Values ETFRead Desk		0.29%	0.38%	+1.7%	+12.3%	+11.9%	new	new	−9.4%	$10M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CHRI vs DFAT

CHRI

Global X S&P 500 Christian Values

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureCHRIDFAT

Fee0.29%0.31%

Cost on $10k a year$29$31

Yield0.38%1.31%

5 years, per year[…]+10.9%

3 years, per year[…]+20.0%

Worst drop · 1Y−9.4%−9.6%

Volatility · 1Y13.2%14.3%

3–1measures won
CHRI first

0.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: CHRI, DFAT

Today

0.8%most shared, CHRI and DFAT

CHRIDFAT

CHRI—0.8%

DFAT0.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

CHRI$38 − $29 = $9

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee