DFAT vs DFUV

ADFAT

BDFUV

Measures won1–4DFUV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAT $16,003

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 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 · $30.8BDimensional - US Marketwide Value ETF · $15.3B

+18.2%3 years · per year$16,519 · $17,914+21.4%

+9.9%5 years · per year$16,003 · […][…]

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

1.32%12-mo yield$132 · $129 on $10k1.29%

−9.6%Worst dropSmaller wins−6.0%

14.8%VolatilityLower wins12.0%

1–4DFUV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · DFUV

0.6%DINO0.1%

0.7%BALL0.1%

0.2%LDOS0.1%

0.1%EWBC0.1%

Held in common13.0%

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.8%	+19.9%	+27.0%	+18.2%	+9.9%	−9.6%	$30.8B
3	BDFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	+2.5%	+23.3%	+29.8%	+21.4%	new	−6.0%	$15.3B

End-of-day Nov 9, 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%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.8%	+19.9%	+27.0%	+18.2%	+9.9%	−9.6%	$30.8B
3	BDFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.29%	+2.5%	+23.3%	+29.8%	+21.4%	new	−6.0%	$15.3B

End-of-day Nov 9, 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

$16,003

DFUV

Dimensional - US Marketwide Value

[…]

MeasureDFATDFUV

Fee0.31%0.21%

Cost on $10k a year$31$21

Yield1.32%1.29%

5 years, per year+9.9%[…]

3 years, per year+18.2%+21.4%

Worst drop · 1Y−9.6%−6.0%

Volatility · 1Y14.8%12.0%

4–0measures won
DFUV first

13.0%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAT, DFUV, VTV

Today

54.5%most shared, DFUV and VTV

DFATDFUVVTV

DFAT—13.0%0.0%

DFUV13.0%—54.5%

VTV0.0%54.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFUV$129 − $21 = $108

DFAT$132 − $31 = $101

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee