DFAT vs FBCV

ADFAT

BFBCV

Measures won1–5FBCV wins · of 6 · 5Y

$10,000 · 5Y$17,012FBCV · DFAT $15,974

Lowest cost0.18%IWF · $18 on $10k

Most income2.28%FBCV · $228 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

+18.5%3 years · per year$16,661 · $17,456+20.4%

+9.8%5 years · per year$15,974 · $17,012+11.2%

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

1.35%12-mo yield$135 · $228 on $10k2.28%

−9.6%Worst dropSmaller wins−7.1%

14.7%VolatilityLower wins11.0%

1–5FBCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · FBCV

0.4%MHK0.4%

0.3%SWKS0.8%

0.4%JLL0.3%

0.3%COO0.4%

Held in common4.6%

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	BFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$184M
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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	BFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$184M
2	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
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B

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 FBCV

DFAT

Dimensional - US Targeted Value

$15,974

FBCV

Fidelity Blue Chip Value

$17,012

MeasureDFATFBCV

Fee0.31%0.57%

Cost on $10k a year$31$57

Yield1.35%2.28%

5 years, per year+9.8%+11.2%

3 years, per year+18.5%+20.4%

Worst drop · 1Y−9.6%−7.1%

Volatility · 1Y14.7%11.0%

5–1measures won
FBCV first

4.6%

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, FBCV, IWF

Today

14.6%most shared, FBCV and IWF

DFATFBCVIWF

DFAT—4.6%0.0%

FBCV4.6%—14.6%

IWF0.0%14.6%—

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

Income After Fees on $10,000

$171most kept, FBCV

FBCV$228 − $57 = $171

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

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