DFAT vs MVAL

ADFAT

BMVAL

Measures won3–1DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.51%MVAL · $151 on $10k

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

Held in common0.9%DFAT and MVAL

DFAT

MVAL

Dimensional - US Targeted Value ETF · $32.1BVanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M

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

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

0.31%Expense ratio$31 · $50 on $10k · lower wins0.50%

1.31%12-mo yield$131 · $151 on $10k1.51%

−9.6%Worst dropSmaller wins−12.2%

14.3%VolatilityLower wins15.0%

3–1DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · MVAL

0.3%BF-B4.7%

0.2%CPB2.3%

0.2%MKC4.1%

0.2%HII1.7%

Held in common0.9%

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%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
2	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

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%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B
2	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk		0.50%	1.51%	+4.7%	+15.9%	+21.7%	new	new	−12.2%	$3M

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 MVAL

DFAT

Dimensional - US Targeted Value

$16,744

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureDFATMVAL

Fee0.31%0.50%

Cost on $10k a year$31$50

Yield1.31%1.51%

5 years, per year+10.9%[…]

3 years, per year+20.0%[…]

Worst drop · 1Y−9.6%−12.2%

Volatility · 1Y14.3%15.0%

3–1measures won
DFAT first

0.9%

holdings shared

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

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 5, 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 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAT, MVAL

Today

0.9%most shared, DFAT and MVAL

DFATMVAL

DFAT—0.9%

MVAL0.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, MVAL

MVAL$151 − $50 = $101

DFAT$131 − $31 = $100

KeptFee

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