DFAT vs FLCV

ADFAT

BFLCV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,892VTV · DFAT $15,714

Lowest cost0.03%VTV · $3 on $10k

Most income1.81%VTV · $181 on $10k

Smallest drop−5.7%FLCV · worst fall in 1Y

Held in common2.5%DFAT and FLCV

Dimensional - US Targeted Value ETF · $31.8BFederated Hermes MDT Large Cap Value ETF · $246M

+17.6%3 years · per year$16,277 · […][…]

+9.5%5 years · per year$15,714 · […][…]

0.31%Expense ratio$31 · $43 on $10k · lower wins0.43%

1.32%12-mo yield$132 · $66 on $10k0.66%

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,714

FLCV

Federated Hermes MDT Large Cap Value

[…]

MeasureDFATFLCV

Fee0.31%0.43%

Cost on $10k a year$31$43

Yield1.32%0.66%

5 years, per year+9.5%[…]

3 years, per year+17.6%[…]

Worst drop · 1Y−9.6%−5.7%

Volatility · 1Y14.7%11.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
3	BFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk	0.43%	0.66%	+0.6%	+24.6%	+28.8%	new	new	−5.7%	$246M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.81%	+1.0%	+22.3%	+25.5%	+21.2%	+12.3%	−6.4%	$184.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
3	BFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk	0.43%	0.66%	+0.6%	+24.6%	+28.8%	new	new	−5.7%	$246M

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