DFAT vs IVLU

ADFAT

BIVLU

Measures won2–3IVLU wins · of 6 · 5Y

$10,000 · 5Y$19,675IVLU · VTV $17,585

Lowest cost0.03%VTV · $3 on $10k

Most income3.36%IVLU · $336 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%DFAT and IVLU

DFAT

IVLU

Dimensional - US Targeted Value ETF · $30.8BiShares MSCI Intl Value Factor ETF · $4.5B

+18.1%3 years · per year$16,470 · $19,249+24.4%

+9.8%5 years · per year$15,924 · $19,675+14.5%

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

1.35%12-mo yield$135 · $336 on $10k3.36%

−9.6%Worst dropSmaller wins−11.7%

14.6%VolatilityLower wins16.3%

2–3IVLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · IVLU

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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 Three

5Y3 funds

#
1	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.36%	−1.1%	+11.7%	+20.3%	+24.4%	+14.5%	−11.7%	$4.5B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

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

All Three

5Y3 funds

#
1	BIVLU	iShares MSCI Intl Value Factor ETFRead Desk	0.31%	3.36%	−1.1%	+11.7%	+20.3%	+24.4%	+14.5%	−11.7%	$4.5B
2	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
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

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 IVLU

DFAT

Dimensional - US Targeted Value

$15,924

IVLU

iShares MSCI Intl Value Factor

$19,675

MeasureDFATIVLU

Fee0.31%0.31%

Cost on $10k a year$31$31

Yield1.35%3.36%

5 years, per year+9.8%+14.5%

3 years, per year+18.1%+24.4%

Worst drop · 1Y−9.6%−11.7%

Volatility · 1Y14.6%16.3%

3–2measures won
IVLU first

0.0%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAT, IVLU, VTV

Today

0.0%most shared, DFAT and IVLU

DFATIVLUVTV

DFAT—0.0%0.0%

IVLU0.0%—0.0%

VTV0.0%0.0%—

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

Income After Fees on $10,000

$305most kept, IVLU

IVLU$336 − $31 = $305

VTV$187 − $3 = $184

DFAT$135 − $31 = $104

KeptFee

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