DFAT vs DFUV

ADFAT

BDFUV

Measures won1–4DFUV wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.21%DFUV · $21 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common12.8%DFAT and DFUV

DFAT

DFUV

Dimensional - US Targeted Value ETF · $31.7BDimensional - US Marketwide Value ETF · $15.6B

+20.0%3 years · per year$17,261 · $18,705+23.2%

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

0.31%Expense ratio$31 · $21 on $10k · lower wins0.21%

1.31%12-mo yield$131 · $128 on $10k1.28%

−9.6%Worst dropSmaller wins−6.0%

14.3%VolatilityLower wins11.3%

1–4DFUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · DFUV

0.6%DINO0.1%

0.1%VTRS0.1%

0.3%WCC0.1%

0.4%PR0.1%

Held in common12.8%

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	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$15.6B

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	BDFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$15.6B

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 DFUV

DFAT

Dimensional - US Targeted Value

$16,744

DFUV

Dimensional - US Marketwide Value

[…]

MeasureDFATDFUV

Fee0.31%0.21%

Cost on $10k a year$31$21

Yield1.31%1.28%

5 years, per year+10.9%[…]

3 years, per year+20.0%+23.2%

Worst drop · 1Y−9.6%−6.0%

Volatility · 1Y14.3%11.3%

4–0measures won
DFUV first

12.8%

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, DFUV

Today

12.8%most shared, DFAT and DFUV

DFATDFUV

DFAT—12.8%

DFUV12.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, DFUV

DFUV$128 − $21 = $107

DFAT$131 − $31 = $100

KeptFee

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