DFAT vs LSVD

ADFAT

BLSVD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,974DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−8.1%LSVD · worst fall in 1Y

Held in common7.1%DFAT and LSVD

DFAT

LSVD

Dimensional - US Targeted Value ETF · $32.1BLSV Disciplined Value ETF · $654M

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

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

0.31%Expense ratio$31 · $40 on $10k · lower wins0.40%

1.35%12-mo yield$135 · $28 on $10k0.28%

−9.6%Worst dropSmaller wins−8.1%

14.7%VolatilityLower wins14.0%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · LSVD

0.5%BWA0.6%

0.4%BPOP0.5%

0.4%OC0.4%

0.3%SWKS1.1%

Held in common7.1%

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

Both

5Y2 funds

#			Trend
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	BLSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.28%	−4.2%	+15.2%	+20.3%	new	new	−8.1%	$654M

End-of-day Nov 5, 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%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	BLSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.28%	−4.2%	+15.2%	+20.3%	new	new	−8.1%	$654M

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 LSVD

DFAT

Dimensional - US Targeted Value

$15,974

LSVD

LSV Disciplined Value

[…]

MeasureDFATLSVD

Fee0.31%0.40%

Cost on $10k a year$31$40

Yield1.35%0.28%

5 years, per year+9.8%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−9.6%−8.1%

Volatility · 1Y14.7%14.0%

2–2measures won
level

7.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAT, LSVD

Today

7.1%most shared, DFAT and LSVD

DFATLSVD

DFAT—7.1%

LSVD7.1%—

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

LSVD$28 − $40 = −$12

KeptFee

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