DFAT vs LSVD

ADFAT

BLSVD

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAT $15,974

Lowest cost0.03%VUG · $3 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 · $31.1BLSV Disciplined Value ETF · $663M

+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 yearsAll three, one 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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
3	BLSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−4.2%	+15.2%	+20.3%	new	new	−8.1%	$663M

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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
3	BLSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−4.2%	+15.2%	+20.3%	new	new	−8.1%	$663M

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

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFAT, LSVD, VUG

Today

33.0%most shared, LSVD and VUG

DFATLSVDVUG

DFAT—7.1%0.0%

LSVD7.1%—33.0%

VUG0.0%33.0%—

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

VUG$43 − $3 = $40

LSVD$28 − $40 = −$12

KeptFee

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