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ADFAT

BBLCV

Measures won2–3BLCV wins · of 6 · 5Y

$10,000 · 5Y$15,377DFAT · IJH $13,674

Lowest cost0.05%IJH · $5 on $10k

Most income3.19%BLCV · $319 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.6%DFAT and BLCV

Dimensional - US Targeted Value ETF · $31.5BiShares Large Cap Value Active ETF · $361M

+18.0%3 years · per year$16,427 · $18,305+22.3%

+9.0%5 years · per year$15,377 · […][…]

0.31%Expense ratio$31 · $45 on $10k · lower wins0.45%

1.33%12-mo yield$133 · $319 on $10k

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,377

BLCV

iShares Large Cap Value Active

[…]

MeasureDFATBLCV

Fee0.31%0.45%

Cost on $10k a year$31$45

Yield1.33%3.19%

5 years, per year+9.0%[…]

3 years, per year+18.0%+22.3%

Worst drop · 1Y−9.6%−9.8%

Volatility · 1Y14.8%

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1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	+0.3%	+18.8%	+22.8%	+18.0%	+9.0%	−9.6%	$31.5B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$124.0B
3	BBLCV	iShares Large Cap Value Active ETFRead Desk	0.45%	3.19%	+0.4%	+19.9%	+25.4%	+22.3%	new	−9.8%	$361M

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1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	+0.3%	+18.8%	+22.8%	+18.0%	+9.0%	−9.6%	$31.5B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$124.0B
3	BBLCV	iShares Large Cap Value Active ETFRead Desk	0.45%	3.19%	+0.4%	+19.9%	+25.4%	+22.3%	new	−9.8%	$361M