DFAT vs MVAL

ADFAT

BMVAL

Measures won3–1DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,930DFAT · IWF $15,892

Lowest cost0.03%VO · $3 on $10k

Most income1.52%MVAL · $152 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.9%DFAT and MVAL

DFAT

MVAL

Dimensional - US Targeted Value ETF · $30.8BVanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF · $3M

+18.0%3 years · per year$16,444 · […][…]

+9.8%5 years · per year$15,930 · […][…]

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

1.32%12-mo yield$132 · $152 on $10k1.52%

−9.6%Worst dropSmaller wins−12.2%

14.8%VolatilityLower wins15.2%

3–1DFAT wins

$10,000 · 5 yearsAll four, one scale

Shared top holdingsDFAT · MVAL

0.3%BF-B4.8%

0.3%CPB2.4%

0.2%MKC4.1%

0.2%HII1.7%

Held in common0.9%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Four

5Y4 funds

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.52%	+2.1%	+14.5%	+21.6%	new	new	−12.2%	$3M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Four

5Y4 funds

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$114.6B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	+2.7%	+13.6%	+15.6%	+18.8%	+6.8%	−8.2%	$103.4B
4	BMVAL	VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETFRead Desk	0.50%	1.52%	+2.1%	+14.5%	+21.6%	new	new	−12.2%	$3M

End-of-day Nov 9, 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

$15,930

MVAL

VanEck ETF Trust - VanEck Morningstar Wide Moat Value

[…]

MeasureDFATMVAL

Fee0.31%0.50%

Cost on $10k a year$31$50

Yield1.32%1.52%

5 years, per year+9.8%[…]

3 years, per year+18.0%[…]

Worst drop · 1Y−9.6%−12.2%

Volatility · 1Y14.8%15.2%

3–1measures won
DFAT first

0.9%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: DFAT, MVAL, VO, IWF

Today

9.2%most shared, VO and IWF

DFATMVALVOIWF

DFAT—0.9%0.0%0.0%

MVAL0.9%—1.9%9.1%

VO0.0%1.9%—9.2%

IWF0.0%9.1%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

MVAL$152 − $50 = $102

DFAT$132 − $31 = $101

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee