DFAT vs ASLV

ADFAT

BASLV

Measures won2–2level · 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−8.7%ASLV · worst fall in 1Y

Held in common0.0%DFAT and ASLV

DFAT

ASLV

Dimensional - US Targeted Value ETF · $30.8BAllspring Special Large Value ETF · $206M

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

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

0.31%Expense ratio$31 · $35 on $10k · lower wins0.35%

1.35%12-mo yield$135 · $79 on $10k0.79%

−9.6%Worst dropSmaller wins−8.7%

14.6%VolatilityLower wins12.4%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · ASLV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	ADFAT	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	BASLV	Allspring Special Large Value ETFRead Desk	0.35%	0.79%	−0.2%	+10.7%	+15.1%	new	new	−8.7%	$206M

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	ADFAT	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	BASLV	Allspring Special Large Value ETFRead Desk	0.35%	0.79%	−0.2%	+10.7%	+15.1%	new	new	−8.7%	$206M

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

DFAT vs ASLV

DFAT

Dimensional - US Targeted Value

$15,924

ASLV

Allspring Special Large Value

[…]

MeasureDFATASLV

Fee0.31%0.35%

Cost on $10k a year$31$35

Yield1.35%0.79%

5 years, per year+9.8%[…]

3 years, per year+18.1%[…]

Worst drop · 1Y−9.6%−8.7%

Volatility · 1Y14.6%12.4%

2–2measures won
level

0.0%

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: DFAT, ASLV, VUG

Today

19.2%most shared, ASLV and VUG

DFATASLVVUG

DFAT—0.0%0.0%

ASLV0.0%—19.2%

VUG0.0%19.2%—

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

ASLV$79 − $35 = $44

VUG$42 − $3 = $39

KeptFee

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