DFAT vs LPSV5YDFATDFATAvsBLPSVLPSVDimensional - US Targeted Value ETF · $31.5BLone Peak SMID Value ETF · $0MReturns · dividends in+18.0%3 years · per year$16,427 · […][…]+9.0%5 years · per year$15,377 · […][…]Cost and income0.31%Expense ratio$31 · $70 on $10k · lower wins0.70%1.33%12-mo yield$133 · $0 on $10k0.00%Risk · 1 year
Overlap: DFAT, LPSV, IJHToday30.1%most shared, DFAT and IJHDFATLPSVIJHDFAT—2.0%30.1%LPSV2.0%—1.2%IJH30.1%1.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
DFAT vs LPSV5YADFATDimensional - US Targeted Value$15,377vsLPSVBLone Peak SMID Value[…]MeasureDFATLPSVFee0.31%0.70%Cost on $10k a year$31$70Yield1.33%0.00%5 years, per year+9.0%[…]3 years, per year+18.0%[…]Worst drop · 1Y−9.6%[…]Volatility · 1Y14.8%[…]
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%+0.3%+18.8%+22.8%+18.0%+9.0%−9.6%$31.5B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3BLPSVLone Peak SMID Value ETFReadDesk0.70%0.00%+0.2%newnewnewnew[…]$475KEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1ADFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%+0.3%+18.8%+22.8%+18.0%+9.0%−9.6%$31.5B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$124.0B3BLPSVLone Peak SMID Value ETFReadDesk0.70%0.00%+0.2%newnewnewnew[…]$475KEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.6BAssets$47.3B1–1levelEnd-of-day Nov 13, 2026
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
Overlap: DFAT, LPSV, IJHToday30.1%most shared, DFAT and IJHDFATLPSVIJHDFAT—2.0%30.1%LPSV2.0%—1.2%IJH30.1%1.2%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117DFAT$133 − $31 = $102LPSV$0 − $70 = −$70KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee