DFAL vs FELV

ADFAL

BFELV

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,545IVV · VOO $17,543

Lowest cost0.03%IVV · $3 on $10k

Most income1.36%FELV · $136 on $10k

Smallest drop−6.8%FELV · worst fall in 1Y

Held in common47.7%DFAL and FELV

DFAL

FELV

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7BFidelity Enhanced Large Cap Value ETF · $3.7B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.13%Expense ratio$13 · $18 on $10k · lower wins0.18%

0.17%12-mo yield$17 · $136 on $10k1.36%

[…]Worst dropSmaller wins−6.8%

[…]VolatilityLower wins11.4%

1–1Level

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAL · FELV

7.3%AAPL6.4%

5.9%MSFT4.7%

3.9%AMZN6.2%

1.5%BRK-B3.4%

Held in common47.7%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.17%	+2.4%	new	new	new	new	[…]	$1.7B
4	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.36%	+2.0%	+26.8%	+31.9%	new	new	−6.8%	$3.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.11%	+2.4%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$852.9B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.07%	+2.3%	+11.3%	+13.6%	+22.0%	+11.9%	−8.9%	$1.00T
3	ADFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.17%	+2.4%	new	new	new	new	[…]	$1.7B
4	BFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.36%	+2.0%	+26.8%	+31.9%	new	new	−6.8%	$3.7B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAL vs FELV

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

MeasureDFALFELV

Fee0.13%0.18%

Cost on $10k a year$13$18

Yield0.17%1.36%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y[…]−6.8%

Volatility · 1Y[…]11.4%

1–1measures won
level

47.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAL, FELV, IVV, VOO

Today

92.7%most shared, IVV and VOO

DFALFELVIVVVOO

DFAL—47.7%90.2%86.6%

FELV47.7%—47.3%45.2%

IVV90.2%47.3%—92.7%

VOO86.6%45.2%92.7%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$118most kept, FELV

FELV$136 − $18 = $118

IVV$111 − $3 = $108

VOO$107 − $3 = $104

DFAL$17 − $13 = $4

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee