DFAT vs FVAL

ADFAT

BFVAL

Measures won0–6FVAL wins · of 6 · 5Y

$10,000 · 5Y$17,645FVAL · DFAT $15,714

Lowest cost0.06%IJR · $6 on $10k

Most income1.50%FVAL · $150 on $10k

Smallest drop−8.9%FVAL · worst fall in 1Y

Held in common5.5%DFAT and FVAL

Dimensional - US Targeted Value ETF · $31.6BFidelity Value Factor ETF · $1.4B

+17.6%3 years · per year$16,277 · $17,868+21.3%

+9.5%5 years · per year$15,714 · $17,645+12.0%

0.31%Expense ratio$31 · $15 on $10k · lower wins0.15%

1.32%12-mo yield$132 · $150 on $10k

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,714

FVAL

Fidelity Value Factor

$17,645

#
1	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.50%	+1.0%	+14.9%	+17.9%	+21.3%	+12.0%	−8.9%	$1.4B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.6B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+0.8%	+19.4%	+21.0%	+16.9%	+5.5%	−9.7%	$106.3B

#
1	BFVAL	Fidelity Value Factor ETFRead Desk	0.15%	1.50%	+1.0%	+14.9%	+17.9%	+21.3%	+12.0%	−8.9%	$1.4B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.6B
3	IJR	iShares Core S&P Small-Cap ETFRead Desk	0.06%	1.20%	+0.8%	+19.4%	+21.0%	+16.9%	+5.5%	−9.7%	$106.3B

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