DFAT vs MVPL

ADFAT

BMVPL

Measures won4–0DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,633DFAT · IJH $13,809

Lowest cost0.05%IJH · $5 on $10k

Most income1.33%DFAT · $133 on $10k

Smallest drop−8.8%IJH · worst fall in 1Y

Held in common0.0%DFAT and MVPL

Dimensional - US Targeted Value ETF · $31.8BMiller Value Partners Leverage ETF · $30M

+17.5%3 years · per year$16,236 · […][…]

+9.3%5 years · per year$15,633 · […][…]

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

1.33%12-mo yield$133 · $96 on $10k0.96%

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,633

MVPL

Miller Value Partners Leverage

[…]

MeasureDFATMVPL

Fee0.31%0.88%

Cost on $10k a year$31$88

Yield1.33%0.96%

5 years, per year+9.3%[…]

3 years, per year+17.5%[…]

Worst drop · 1Y−9.6%−12.4%

Volatility · 1Y14.8%

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BMVPL	Miller Value Partners Leverage ETFRead Desk	0.88%	0.96%	−0.8%	+14.6%	+12.1%	new	new	−12.4%	$30M

#
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−1.0%	+18.5%	+22.9%	+17.5%	+9.3%	−9.6%	$31.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−1.2%	+12.8%	+14.5%	+16.3%	+6.7%	−8.8%	$125.5B
3	BMVPL	Miller Value Partners Leverage ETFRead Desk	0.88%	0.96%	−0.8%	+14.6%	+12.1%	new	new	−12.4%	$30M

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