DFAT vs CLCV

ADFAT

BCLCV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,585VTV · DFAT $15,924

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common0.7%DFAT and CLCV

DFAT

CLCV

Dimensional - US Targeted Value ETF · $31.1BCrossmark ETF Trust - Crossmark Large Cap Value ETF · $19M

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

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

0.31%Expense ratio$31 · $50 on $10k · lower wins0.50%

1.35%12-mo yield$135 · $35 on $10k0.35%

−9.6%Worst dropSmaller wins−6.9%

14.6%VolatilityLower wins12.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · CLCV

0.4%BPOP2.3%

0.3%G2.2%

Held in common0.7%

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
3	BCLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk	0.50%	0.35%	−0.2%	+12.4%	+17.7%	new	new	−6.9%	$19M

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	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
3	BCLCV	Crossmark ETF Trust - Crossmark Large Cap Value ETFRead Desk	0.50%	0.35%	−0.2%	+12.4%	+17.7%	new	new	−6.9%	$19M

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 CLCV

DFAT

Dimensional - US Targeted Value

$15,924

CLCV

Crossmark ETF Trust - Crossmark Large Cap Value

[…]

MeasureDFATCLCV

Fee0.31%0.50%

Cost on $10k a year$31$50

Yield1.35%0.35%

5 years, per year+9.8%[…]

3 years, per year+18.1%[…]

Worst drop · 1Y−9.6%−6.9%

Volatility · 1Y14.6%12.3%

2–2measures won
level

0.7%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAT, CLCV, VTV

Today

24.4%most shared, CLCV and VTV

DFATCLCVVTV

DFAT—0.7%0.0%

CLCV0.7%—24.4%

VTV0.0%24.4%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

DFAT$135 − $31 = $104

CLCV$35 − $50 = −$15

KeptFee

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