DFAT vs DFUV

ADFAT

BDFUV

Measures won1–4DFUV wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common13.0%DFAT and DFUV

DFAT

DFUV

Dimensional - US Targeted Value ETF · $32.1BDimensional - US Marketwide Value ETF · $16.0B

+18.5%3 years · per year$16,661 · $17,966+21.6%

+9.8%5 years · per year$15,974 · […][…]

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

1.35%12-mo yield$135 · $132 on $10k1.32%

−9.6%Worst dropSmaller wins−6.0%

14.7%VolatilityLower wins11.8%

1–4DFUV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · DFUV

0.6%DINO0.1%

0.1%VTRS0.1%

0.7%BALL0.1%

0.1%EWBC0.1%

Held in common13.0%

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	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BDFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.32%	−3.1%	+20.5%	+27.1%	+21.6%	new	−6.0%	$16.0B

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	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
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	BDFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.32%	−3.1%	+20.5%	+27.1%	+21.6%	new	−6.0%	$16.0B

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 DFUV

DFAT

Dimensional - US Targeted Value

$15,974

DFUV

Dimensional - US Marketwide Value

[…]

MeasureDFATDFUV

Fee0.31%0.21%

Cost on $10k a year$31$21

Yield1.35%1.32%

5 years, per year+9.8%[…]

3 years, per year+18.5%+21.6%

Worst drop · 1Y−9.6%−6.0%

Volatility · 1Y14.7%11.8%

4–0measures won
DFUV first

13.0%

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, DFUV, IWF

Today

13.0%most shared, DFAT and DFUV

DFATDFUVIWF

DFAT—13.0%0.0%

DFUV13.0%—5.2%

IWF0.0%5.2%—

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

Income After Fees on $10,000

$111most kept, DFUV

DFUV$132 − $21 = $111

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

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