DFAT vs FBCV

ADFAT

BFBCV

Measures won1–5FBCV wins · of 6 · 5Y

$10,000 · 5Y$16,861FBCV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income2.30%FBCV · $230 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 · $30.8BFidelity Blue Chip Value ETF · $199M

+18.1%3 years · per year$16,470 · $17,294+20.0%

+9.8%5 years · per year$15,924 · $16,861+11.0%

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

1.35%12-mo yield$135 · $230 on $10k2.30%

−9.6%Worst dropSmaller wins−7.1%

14.6%VolatilityLower wins11.1%

1–5FBCV wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAT · FBCV

0.4%SWKS0.8%

0.4%MHK0.4%

0.3%COO0.4%

0.4%JLL0.3%

Held in common4.6%

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

All Four

5Y4 funds

#
1	BFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.30%	−0.8%	+23.7%	+30.0%	+20.0%	+11.0%	−7.1%	$199M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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

All Four

5Y4 funds

#
1	BFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.30%	−0.8%	+23.7%	+30.0%	+20.0%	+11.0%	−7.1%	$199M
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
4	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

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 FBCV

DFAT

Dimensional - US Targeted Value

$15,924

FBCV

Fidelity Blue Chip Value

$16,861

MeasureDFATFBCV

Fee0.31%0.57%

Cost on $10k a year$31$57

Yield1.35%2.30%

5 years, per year+9.8%+11.0%

3 years, per year+18.1%+20.0%

Worst drop · 1Y−9.6%−7.1%

Volatility · 1Y14.6%11.1%

5–1measures won
FBCV first

4.6%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAT, FBCV, IWF, VUG

Today

78.0%most shared, IWF and VUG

DFATFBCVIWFVUG

DFAT—4.6%0.0%0.0%

FBCV4.6%—14.7%17.7%

IWF0.0%14.7%—78.0%

VUG0.0%17.7%78.0%—

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

Income After Fees on $10,000

$173most kept, FBCV

FBCV$230 − $57 = $173

DFAT$135 − $31 = $104

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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