DFAT vs LPSV

ADFAT

BLPSV

Measures won2–0DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,924DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common2.0%DFAT and LPSV

DFAT

LPSV

Dimensional - US Targeted Value ETF · $30.8BLone Peak SMID Value ETF · $0M

+18.1%3 years · per year$16,470 · […][…]

+9.8%5 years · per year$15,924 · […][…]

0.31%Expense ratio$31 · $70 on $10k · lower wins0.70%

1.35%12-mo yield$135 · $0 on $10k0.00%

−9.6%Worst dropSmaller wins[…]

14.6%VolatilityLower wins[…]

2–0DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · LPSV

0.3%COLB2.1%

0.3%SOLV2.2%

0.3%HSIC4.4%

0.2%KBR6.0%

Held in common2.0%

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

Both

5Y2 funds

#			Trend
1	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
2	BLPSV	Lone Peak SMID Value ETFRead Desk		0.70%	0.00%	+0.6%	new	new	new	new	[…]	$459K

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

Both

5Y2 funds

#			Trend
1	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
2	BLPSV	Lone Peak SMID Value ETFRead Desk		0.70%	0.00%	+0.6%	new	new	new	new	[…]	$459K

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 LPSV

DFAT

Dimensional - US Targeted Value

$15,924

LPSV

Lone Peak SMID Value

[…]

MeasureDFATLPSV

Fee0.31%0.70%

Cost on $10k a year$31$70

Yield1.35%0.00%

5 years, per year+9.8%[…]

3 years, per year+18.1%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y14.6%[…]

2–0measures won
DFAT first

2.0%

holdings shared

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

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: DFAT, LPSV

Today

2.0%most shared, DFAT and LPSV

DFATLPSV

DFAT—2.0%

LPSV2.0%—

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

LPSV$0 − $70 = −$70

KeptFee

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