DFAT vs FBCV

ADFAT

BFBCV

Measures won1–5FBCV wins · of 6 · 5Y

$10,000 · 5Y$17,458FBCV · DFAT $16,744

Lowest cost0.31%DFAT · $31 on $10k

Most income2.23%FBCV · $223 on $10k

Smallest drop−7.1%FBCV · worst fall in 1Y

Held in common4.6%DFAT and FBCV

DFAT

FBCV

Dimensional - US Targeted Value ETF · $32.1BFidelity Blue Chip Value ETF · $184M

+20.0%3 years · per year$17,261 · $17,960+21.6%

+10.9%5 years · per year$16,744 · $17,458+11.8%

0.31%Expense ratio$31 · $57 on $10k · lower wins0.57%

1.31%12-mo yield$131 · $223 on $10k2.23%

−9.6%Worst dropSmaller wins−7.1%

14.3%VolatilityLower wins10.8%

1–5FBCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · FBCV

0.4%SWKS0.8%

0.4%MHK0.4%

0.4%JLL0.3%

0.3%COO0.4%

Held in common4.6%

End-of-day Nov 4, 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	BFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.23%	+2.9%	+27.3%	+33.8%	+21.6%	+11.8%	−7.1%	$184M
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.23%	+2.9%	+27.3%	+33.8%	+21.6%	+11.8%	−7.1%	$184M
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAT vs FBCV

DFAT

Dimensional - US Targeted Value

$16,744

FBCV

Fidelity Blue Chip Value

$17,458

MeasureDFATFBCV

Fee0.31%0.57%

Cost on $10k a year$31$57

Yield1.31%2.23%

5 years, per year+10.9%+11.8%

3 years, per year+20.0%+21.6%

Worst drop · 1Y−9.6%−7.1%

Volatility · 1Y14.3%10.8%

5–1measures won
FBCV first

4.6%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAT, FBCV

Today

4.6%most shared, DFAT and FBCV

DFATFBCV

DFAT—4.6%

FBCV4.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$166most kept, FBCV

FBCV$223 − $57 = $166

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee