DFAT vs FBCV

ADFAT

BFBCV

Measures won1–5FBCV wins · of 6 · 5Y

$10,000 · 5Y$17,083FBCV · DFAT $15,930

Lowest cost0.05%IJH · $5 on $10k

Most income2.26%FBCV · $226 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 · $31.7BFidelity Blue Chip Value ETF · $199M

+18.0%3 years · per year$16,444 · $17,316+20.1%

+9.8%5 years · per year$15,930 · $17,083+11.3%

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

1.32%12-mo yield$132 · $226 on $10k2.26%

−9.6%Worst dropSmaller wins−7.1%

14.8%VolatilityLower wins11.1%

1–5FBCV wins

$10,000 · 5 yearsAll three, one 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 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	BFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.26%	+1.7%	+25.8%	+32.9%	+20.1%	+11.3%	−7.1%	$199M
2	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
3	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%	$125.2B

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	BFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.26%	+1.7%	+25.8%	+32.9%	+20.1%	+11.3%	−7.1%	$199M
2	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
3	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%	$125.2B

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 FBCV

DFAT

Dimensional - US Targeted Value

$15,930

FBCV

Fidelity Blue Chip Value

$17,083

MeasureDFATFBCV

Fee0.31%0.57%

Cost on $10k a year$31$57

Yield1.32%2.26%

5 years, per year+9.8%+11.3%

3 years, per year+18.0%+20.1%

Worst drop · 1Y−9.6%−7.1%

Volatility · 1Y14.8%11.1%

5–1measures won
FBCV first

4.6%

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%

$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

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, FBCV, IJH

Today

30.1%most shared, DFAT and IJH

DFATFBCVIJH

DFAT—4.6%30.1%

FBCV4.6%—6.4%

IJH30.1%6.4%—

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

Income After Fees on $10,000

$169most kept, FBCV

FBCV$226 − $57 = $169

IJH$121 − $5 = $116

DFAT$132 − $31 = $101

KeptFee

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