DFAT vs MFSV

ADFAT

BMFSV

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,744DFAT · IWF $16,559

Lowest cost0.18%IWF · $18 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−6.4%MFSV · worst fall in 1Y

Held in common0.0%DFAT and MFSV

DFAT

MFSV

Dimensional - US Targeted Value ETF · $32.1BMFS Active Value ETF · $692M

+20.0%3 years · per year$17,261 · […][…]

+10.9%5 years · per year$16,744 · […][…]

0.31%Expense ratio$31 · $44 on $10k · lower wins0.44%

1.31%12-mo yield$131 · $129 on $10k1.29%

−9.6%Worst dropSmaller wins−6.4%

14.3%VolatilityLower wins10.3%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · MFSV

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 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	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	+0.4%	−0.1%	−3.0%	+22.3%	+10.6%	−15.6%	$120.5B
3	BMFSV	MFS Active Value ETFRead Desk	0.44%	1.29%	+2.5%	+16.5%	+21.3%	new	new	−6.4%	$692M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAT vs MFSV

DFAT

Dimensional - US Targeted Value

$16,744

MFSV

MFS Active Value

[…]

MeasureDFATMFSV

Fee0.31%0.44%

Cost on $10k a year$31$44

Yield1.31%1.29%

5 years, per year+10.9%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−9.6%−6.4%

Volatility · 1Y14.3%10.3%

2–1measures won
MFSV first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: DFAT, MFSV, IWF

Today

13.8%most shared, MFSV and IWF

DFATMFSVIWF

DFAT—0.0%0.0%

MFSV0.0%—13.8%

IWF0.0%13.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

MFSV$129 − $44 = $85

IWF$37 − $18 = $19

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee