DFAT vs BVAL

ADFAT

BBVAL

Measures won1–3BVAL wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.29%BVAL · $29 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−6.7%BVAL · worst fall in 1Y

Held in common0.0%DFAT and BVAL

DFAT

BVAL

Dimensional - US Targeted Value ETF · $31.7BBluemonte Large Cap Value ETF · $315M

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

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

0.31%Expense ratio$31 · $29 on $10k · lower wins0.29%

1.31%12-mo yield$131 · $112 on $10k1.12%

−9.6%Worst dropSmaller wins−6.7%

14.3%VolatilityLower wins10.2%

1–3BVAL wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · BVAL

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

Held in common0.0%

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	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	BBVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.12%	+2.0%	+18.8%	+21.8%	new	new	−6.7%	$315M

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	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	BBVAL	Bluemonte Large Cap Value ETFRead Desk		0.29%	1.12%	+2.0%	+18.8%	+21.8%	new	new	−6.7%	$315M

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

DFAT vs BVAL

DFAT

Dimensional - US Targeted Value

$16,744

BVAL

Bluemonte Large Cap Value

[…]

MeasureDFATBVAL

Fee0.31%0.29%

Cost on $10k a year$31$29

Yield1.31%1.12%

5 years, per year+10.9%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−9.6%−6.7%

Volatility · 1Y14.3%10.2%

3–1measures won
BVAL first

0.0%

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%

$121BAssets$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%

$41.8BAssets$46.0B

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%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAT, BVAL

Today

0.0%most shared, DFAT and BVAL

DFATBVAL

DFAT—0.0%

BVAL0.0%—

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

BVAL$112 − $29 = $83

KeptFee

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