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ADFAT

BBVAL

Measures won1–3BVAL wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · IWF $15,697

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%DFAT and BVAL

Dimensional - US Targeted Value ETF · $31.8BBluemonte Large Cap Value ETF · $318M

+17.5%3 years · per year$16,236 · […][…]

+9.3%5 years · per year$15,633 · […][…]

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

1.33%12-mo yield$133 · $113 on $10k1.13%

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,633

BVAL

Bluemonte Large Cap Value

[…]

MeasureDFATBVAL

Fee0.31%0.29%

Cost on $10k a year$31$29

Yield1.33%1.13%

5 years, per year+9.3%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.6%−6.7%

Volatility · 1Y14.8%10.9%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
4	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$318M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
4	BBVAL	Bluemonte Large Cap Value ETFRead Desk	0.29%	1.13%	−0.4%	+17.7%	+19.2%	new	new	−6.7%	$318M