DFAT vs MVPL

ADFAT

BMVPL

Measures won4–0DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common0.0%DFAT and MVPL

DFAT

MVPL

Dimensional - US Targeted Value ETF · $31.1BMiller Value Partners Leverage ETF · $32M

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

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

0.31%Expense ratio$31 · $88 on $10k · lower wins0.88%

1.35%12-mo yield$135 · $100 on $10k1.00%

−9.6%Worst dropSmaller wins−12.4%

14.7%VolatilityLower wins25.0%

4–0DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · MVPL

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

Held in common0.0%

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%	$31.1B
2	BMVPL	Miller Value Partners Leverage ETFRead Desk		0.88%	1.00%	−8.7%	+10.1%	+10.0%	new	new	−12.4%	$32M

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%	$31.1B
2	BMVPL	Miller Value Partners Leverage ETFRead Desk		0.88%	1.00%	−8.7%	+10.1%	+10.0%	new	new	−12.4%	$32M

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 MVPL

DFAT

Dimensional - US Targeted Value

$15,974

MVPL

Miller Value Partners Leverage

[…]

MeasureDFATMVPL

Fee0.31%0.88%

Cost on $10k a year$31$88

Yield1.35%1.00%

5 years, per year+9.8%[…]

3 years, per year+18.5%[…]

Worst drop · 1Y−9.6%−12.4%

Volatility · 1Y14.7%25.0%

4–0measures won
DFAT first

0.0%

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%

$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

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: DFAT, MVPL

Today

0.0%most shared, DFAT and MVPL

DFATMVPL

DFAT—0.0%

MVPL0.0%—

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

MVPL$100 − $88 = $12

KeptFee

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