DFAT vs ECML

ADFAT

BECML

Measures won3–2DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,930DFAT · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.32%DFAT · $132 on $10k

Smallest drop−8.2%ECML · worst fall in 1Y

Held in common7.7%DFAT and ECML

DFAT

ECML

Dimensional - US Targeted Value ETF · $30.8BEuclidean Fundamental Value ETF · $120M

+18.0%3 years · per year$16,444 · $15,064+14.6%

+9.8%5 years · per year$15,930 · […][…]

0.31%Expense ratio$31 · $95 on $10k · lower wins0.95%

1.32%12-mo yield$132 · $116 on $10k1.16%

−9.6%Worst dropSmaller wins−8.2%

14.8%VolatilityLower wins13.3%

3–2DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · ECML

0.7%TOL1.3%

0.6%APA1.8%

0.6%DINO1.7%

0.5%BWA1.6%

Held in common7.7%

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	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	BECML	Euclidean Fundamental Value ETFRead Desk	0.95%	1.16%	+2.1%	+19.1%	+25.1%	+14.6%	new	−8.2%	$120M

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	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	BECML	Euclidean Fundamental Value ETFRead Desk	0.95%	1.16%	+2.1%	+19.1%	+25.1%	+14.6%	new	−8.2%	$120M

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 ECML

DFAT

Dimensional - US Targeted Value

$15,930

ECML

Euclidean Fundamental Value

[…]

MeasureDFATECML

Fee0.31%0.95%

Cost on $10k a year$31$95

Yield1.32%1.16%

5 years, per year+9.8%[…]

3 years, per year+18.0%+14.6%

Worst drop · 1Y−9.6%−8.2%

Volatility · 1Y14.8%13.3%

3–2measures won
DFAT first

7.7%

holdings shared

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

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%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

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: DFAT, ECML, IJH

Today

30.1%most shared, DFAT and IJH

DFATECMLIJH

DFAT—7.7%30.1%

ECML7.7%—4.9%

IJH30.1%4.9%—

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

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAT$132 − $31 = $101

ECML$116 − $95 = $21

KeptFee

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