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ADFAT

BSTXV

Measures won0–5STXV wins · of 6 · 5Y

$10,000 · 5Y$16,151VUG · IWF $15,505

Lowest cost0.03%VUG · $3 on $10k

Most income2.06%STXV · $206 on $10k

Smallest drop−5.8%STXV · worst fall in 1Y

Held in common8.5%DFAT and STXV

Dimensional - US Targeted Value ETF · $31.6BStrive 1000 Value ETF · $76M

+18.0%3 years · per year$16,427 · $17,700+21.0%

+9.0%5 years · per year$15,377 · […][…]

0.31%Expense ratio$31 · $18 on $10k · lower wins0.18%

1.33%12-mo yield$133 · $206 on $10k2.06%

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,377

STXV

Strive 1000 Value

[…]

MeasureDFATSTXV

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.33%2.06%

5 years, per year+9.0%[…]

3 years, per year+18.0%+21.0%

Worst drop · 1Y−9.6%−5.8%

Volatility · 1Y14.8%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	+0.3%	+18.8%	+22.8%	+18.0%	+9.0%	−9.6%	$31.6B
4	BSTXV	Strive 1000 Value ETFRead Desk	0.18%	2.06%	0.0%	+21.9%	+24.6%	+21.0%	new	−5.8%	$76M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.9%	+3.9%	+2.8%	+21.6%	+10.1%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−1.1%	−2.6%	−3.9%	+18.6%	+9.2%	−14.6%	$117.8B
3	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	+0.3%	+18.8%	+22.8%	+18.0%	+9.0%	−9.6%	$31.6B
4	BSTXV	Strive 1000 Value ETFRead Desk	0.18%	2.06%	0.0%	+21.9%	+24.6%	+21.0%	new	−5.8%	$76M