DFAT vs DSTL

ADFAT

BDSTL

Measures won2–4DSTL wins · of 6 · 5Y

$10,000 · 5Y$17,475DSTL · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DFAT · $135 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 · $32.1BDistillate U.S. Fundamental Stability & Value ETF · $2.1B

+18.5%3 years · per year$16,661 · $16,963+19.3%

+9.8%5 years · per year$15,974 · $17,475+11.8%

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

1.35%12-mo yield$135 · $103 on $10k1.03%

−9.6%Worst dropSmaller wins−8.6%

14.7%VolatilityLower wins14.5%

2–4DSTL wins

$10,000 · 5 yearsAll three, 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 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	BDSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk	0.39%	1.03%	−1.2%	+20.8%	+26.5%	+19.3%	+11.8%	−8.6%	$2.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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

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	BDSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk	0.39%	1.03%	−1.2%	+20.8%	+26.5%	+19.3%	+11.8%	−8.6%	$2.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	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

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 DSTL

DFAT

Dimensional - US Targeted Value

$15,974

DSTL

Distillate U.S. Fundamental Stability & Value

$17,475

MeasureDFATDSTL

Fee0.31%0.39%

Cost on $10k a year$31$39

Yield1.35%1.03%

5 years, per year+9.8%+11.8%

3 years, per year+18.5%+19.3%

Worst drop · 1Y−9.6%−8.6%

Volatility · 1Y14.7%14.5%

4–2measures won
DSTL first

6.1%

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, DSTL, VUG

Today

6.1%most shared, DFAT and DSTL

DFATDSTLVUG

DFAT—6.1%0.0%

DSTL6.1%—0.8%

VUG0.0%0.8%—

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

DSTL$103 − $39 = $64

VUG$43 − $3 = $40

KeptFee

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