DFAT vs STXV

ADFAT

BSTXV

Measures won0–5STXV wins · of 6 · 5Y

$10,000 · 5Y$16,557VUG · DFAT $15,714

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 common8.6%DFAT and STXV

Dimensional - US Targeted Value ETF · $31.8BStrive 1000 Value ETF · $75M

+17.6%3 years · per year$16,277 · $17,520+20.6%

+9.5%5 years · per year$15,714 · […][…]

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

1.32%12-mo yield$132 · $206 on $10k2.06%

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,714

STXV

Strive 1000 Value

[…]

MeasureDFATSTXV

Fee0.31%0.18%

Cost on $10k a year$31$18

Yield1.32%2.06%

5 years, per year+9.5%[…]

3 years, per year+17.6%+20.6%

Worst drop · 1Y−9.6%−5.8%

Volatility · 1Y14.7%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
3	BSTXV	Strive 1000 Value ETFRead Desk	0.18%	2.06%	+0.5%	+21.9%	+26.4%	+20.6%	new	−5.8%	$75M

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.8B
3	BSTXV	Strive 1000 Value ETFRead Desk	0.18%	2.06%	+0.5%	+21.9%	+26.4%	+20.6%	new	−5.8%	$75M

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