DFAT vs BLCV

ADFAT

BBLCV

Measures won1–0DFAT 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 common[…]DFAT and BLCV

DFAT

BLCV

Dimensional - US Targeted Value ETF · $30.8BiShares Large Cap Value Active ETF · $355M

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

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

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

1.35%12-mo yield$135 · […] on $10k[…]

−9.6%Worst dropSmaller wins[…]

14.6%VolatilityLower wins[…]

1–0DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · BLCV

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

Held in common[…]

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	BBLCV	iShares Large Cap Value Active ETFRead Desk	0.45%	[…]	new	new	new	new	new	[…]	$355M

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	BBLCV	iShares Large Cap Value Active ETFRead Desk	0.45%	[…]	new	new	new	new	new	[…]	$355M

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 BLCV

DFAT

Dimensional - US Targeted Value

$15,924

BLCV

iShares Large Cap Value Active

[…]

MeasureDFATBLCV

Fee0.31%0.45%

Cost on $10k a year$31$45

Yield1.35%[…]

5 years, per year+9.8%[…]

3 years, per year+18.1%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y14.6%[…]

1–0measures won
DFAT first

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAT, BLCV, VUG

Today

0.0%most shared, DFAT and VUG

DFATBLCVVUG

DFAT—[…]0.0%

BLCV[…]—[…]

VUG0.0%[…]—

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

VUG$42 − $3 = $39

BLCV[…] − $45 = […]

KeptFee

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