DFAT vs JDVL

ADFAT

BJDVL

Measures won1–3JDVL wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.43%JDVL · $143 on $10k

Smallest drop−9.2%JDVL · worst fall in 1Y

Held in common0.0%DFAT and JDVL

DFAT

JDVL

Dimensional - US Targeted Value ETF · $32.1BJohn Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETF · $1.0B

+18.5%3 years · per year$16,661 · […][…]

+9.8%5 years · per year$15,974 · […][…]

0.31%Expense ratio$31 · $56 on $10k · lower wins0.56%

1.35%12-mo yield$135 · $143 on $10k1.43%

−9.6%Worst dropSmaller wins−9.2%

14.7%VolatilityLower wins14.3%

1–3JDVL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · JDVL

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

Held in common0.0%

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	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
2	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
3	BJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk	0.56%	1.43%	−3.3%	+19.6%	+22.4%	new	new	−9.2%	$1.0B

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	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
2	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
3	BJDVL	John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select ETFRead Desk	0.56%	1.43%	−3.3%	+19.6%	+22.4%	new	new	−9.2%	$1.0B

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 JDVL

DFAT

Dimensional - US Targeted Value

$15,974

JDVL

John Hancock Exchange Traded Fund Trust - John Hancock Discipline Value Select

[…]

MeasureDFATJDVL

Fee0.31%0.56%

Cost on $10k a year$31$56

Yield1.35%1.43%

5 years, per year+9.8%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−9.6%−9.2%

Volatility · 1Y14.7%14.3%

3–1measures won
JDVL first

0.0%

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, JDVL, IWF

Today

16.5%most shared, JDVL and IWF

DFATJDVLIWF

DFAT—0.0%0.0%

JDVL0.0%—16.5%

IWF0.0%16.5%—

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

JDVL$143 − $56 = $87

IWF$39 − $18 = $21

KeptFee

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