DFAT vs JVAL

ADFAT

BJVAL

Measures won0–5JVAL wins · of 6 · 5Y

$10,000 · 5Y$17,398JVAL · DFAT $15,633

Lowest cost0.05%IJH · $5 on $10k

Most income1.59%JVAL · $159 on $10k

Smallest drop−8.5%JVAL · worst fall in 1Y

Held in common16.9%DFAT and JVAL

Dimensional - US Targeted Value ETF · $31.8BJPMorgan U.S. Value Factor ETF · $1.1B

+17.5%3 years · per year$16,236 · $18,128+21.9%

+9.3%5 years · per year$15,633 · $17,398+11.7%

0.31%Expense ratio$31 · $12 on $10k · lower wins0.12%

1.33%12-mo yield$133 · $159 on $10k

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,633

JVAL

JPMorgan U.S. Value Factor

$17,398

#
1	BJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.59%	−0.7%	+20.9%	+23.9%	+21.9%	+11.7%	−8.5%	$1.1B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B

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1	BJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.59%	−0.7%	+20.9%	+23.9%	+21.9%	+11.7%	−8.5%	$1.1B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
3	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B

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