DFAT vs CATH

ADFAT

BCATH

Measures won2–4CATH wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAT $15,974

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−9.4%CATH · worst fall in 1Y

Held in common0.8%DFAT and CATH

DFAT

CATH

Dimensional - US Targeted Value ETF · $32.1BGlobal X - S&P 500 Catholic Values ETF · $1.4B

+18.5%3 years · per year$16,661 · $17,690+20.9%

+9.8%5 years · per year$15,974 · $15,073+8.6%

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

1.35%12-mo yield$135 · $78 on $10k0.78%

−9.6%Worst dropSmaller wins−9.4%

14.7%VolatilityLower wins13.6%

2–4CATH wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · CATH

0.1%BAX0.1%

0.3%SOLV0.1%

0.3%ALGN0.1%

0.3%HSIC0.0%

Held in common0.8%

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
3	BCATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.78%	−4.2%	+6.8%	+7.7%	+20.9%	+8.6%	−9.4%	$1.4B

End-of-day Nov 5, 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%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
3	BCATH	Global X - S&P 500 Catholic Values ETFRead Desk	0.29%	0.78%	−4.2%	+6.8%	+7.7%	+20.9%	+8.6%	−9.4%	$1.4B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAT vs CATH

DFAT

Dimensional - US Targeted Value

$15,974

CATH

Global X - S&P 500 Catholic Values

$15,073

MeasureDFATCATH

Fee0.31%0.29%

Cost on $10k a year$31$29

Yield1.35%0.78%

5 years, per year+9.8%+8.6%

3 years, per year+18.5%+20.9%

Worst drop · 1Y−9.6%−9.4%

Volatility · 1Y14.7%13.6%

4–2measures won
CATH first

0.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAT, CATH, VUG

Today

54.9%most shared, CATH and VUG

DFATCATHVUG

DFAT—0.8%0.0%

CATH0.8%—54.9%

VUG0.0%54.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

CATH$78 − $29 = $49

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee