DFAT vs EVUS

ADFAT

BEVUS

Measures won0–5EVUS wins · of 6 · 5Y

$10,000 · 5Y$15,924DFAT

Lowest cost0.18%EVUS · $18 on $10k

Most income1.43%EVUS · $143 on $10k

Smallest drop−7.7%EVUS · worst fall in 1Y

Held in common0.5%DFAT and EVUS

DFAT

EVUS

Dimensional - US Targeted Value ETF · $31.1BiShares ESG Aware MSCI USA Value ETF · $389M

+18.1%3 years · per year$16,470 · $16,944+19.2%

+9.8%5 years · per year$15,924 · […][…]

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

1.35%12-mo yield$135 · $143 on $10k1.43%

−9.6%Worst dropSmaller wins−7.7%

14.6%VolatilityLower wins11.2%

0–5EVUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · EVUS

0.7%BALL0.2%

0.3%COO0.1%

0.2%GPC0.1%

0.2%MKC0.1%

Held in common0.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
2	BEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk		0.18%	1.43%	−0.4%	+16.2%	+19.5%	+19.2%	new	−7.7%	$389M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
2	BEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk		0.18%	1.43%	−0.4%	+16.2%	+19.5%	+19.2%	new	−7.7%	$389M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAT vs EVUS

DFAT

Dimensional - US Targeted Value

$15,924

EVUS

iShares ESG Aware MSCI USA Value

[…]

MeasureDFATEVUS

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.35%1.43%

5 years, per year+9.8%[…]

3 years, per year+18.1%+19.2%

Worst drop · 1Y−9.6%−7.7%

Volatility · 1Y14.6%11.2%

4–0measures won
EVUS first

0.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAT, EVUS

Today

0.5%most shared, DFAT and EVUS

DFATEVUS

DFAT—0.5%

EVUS0.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$125most kept, EVUS

EVUS$143 − $18 = $125

DFAT$135 − $31 = $104

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee