DFAT vs DSTL

ADFAT

BDSTL

Measures won2–4DSTL wins · of 6 · 5Y

$10,000 · 5Y$17,395DSTL · VUG $16,565

Lowest cost0.03%VUG · $3 on $10k

Most income1.32%DFAT · $132 on $10k

Smallest drop−8.6%DSTL · worst fall in 1Y

Held in common6.1%DFAT and DSTL

DFAT

DSTL

Dimensional - US Targeted Value ETF · $31.7BDistillate U.S. Fundamental Stability & Value ETF · $2.1B

+18.0%3 years · per year$16,444 · $16,690+18.6%

+9.8%5 years · per year$15,930 · $17,395+11.7%

0.31%Expense ratio$31 · $39 on $10k · lower wins0.39%

1.32%12-mo yield$132 · $102 on $10k1.02%

−9.6%Worst dropSmaller wins−8.6%

14.8%VolatilityLower wins14.7%

2–4DSTL wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAT · DSTL

0.7%TOL0.8%

0.5%BWA0.6%

0.5%UHS0.7%

0.4%OC0.7%

Held in common6.1%

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 Four

5Y4 funds

#
1	BDSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk	0.39%	1.02%	+1.8%	+21.4%	+27.5%	+18.6%	+11.7%	−8.6%	$2.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$31.7B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	BDSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk	0.39%	1.02%	+1.8%	+21.4%	+27.5%	+18.6%	+11.7%	−8.6%	$2.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+2.8%	+4.2%	+4.7%	+22.9%	+10.6%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$31.7B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

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 DSTL

DFAT

Dimensional - US Targeted Value

$15,930

DSTL

Distillate U.S. Fundamental Stability & Value

$17,395

MeasureDFATDSTL

Fee0.31%0.39%

Cost on $10k a year$31$39

Yield1.32%1.02%

5 years, per year+9.8%+11.7%

3 years, per year+18.0%+18.6%

Worst drop · 1Y−9.6%−8.6%

Volatility · 1Y14.8%14.7%

4–2measures won
DSTL first

6.1%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$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, DSTL, IWF, VUG

Today

78.1%most shared, IWF and VUG

DFATDSTLIWFVUG

DFAT—6.1%0.0%0.0%

DSTL6.1%—2.8%0.8%

IWF0.0%2.8%—78.1%

VUG0.0%0.8%78.1%—

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

Income After Fees on $10,000

$101most kept, DFAT

DFAT$132 − $31 = $101

DSTL$102 − $39 = $63

VUG$41 − $3 = $38

IWF$38 − $18 = $20

KeptFee

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