DFAT vs TALV

ADFAT

BTALV

Measures won2–0DFAT wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · DFAT $15,930

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.4%DFAT and TALV

DFAT

TALV

Dimensional - US Targeted Value ETF · $30.8BTransamerica Large Value Active ETF · $181M

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

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

0.31%Expense ratio$31 · $76 on $10k · lower wins0.76%

1.32%12-mo yield$132 · $69 on $10k0.69%

−9.6%Worst dropSmaller wins[…]

14.8%VolatilityLower wins[…]

2–0DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · TALV

0.4%OC0.4%

Held in common0.4%

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 Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	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
3	BTALV	Transamerica Large Value Active ETFRead Desk	0.76%	0.69%	+2.3%	+18.5%	new	new	new	[…]	$181M

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

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	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
3	BTALV	Transamerica Large Value Active ETFRead Desk	0.76%	0.69%	+2.3%	+18.5%	new	new	new	[…]	$181M

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 TALV

DFAT

Dimensional - US Targeted Value

$15,930

TALV

Transamerica Large Value Active

[…]

MeasureDFATTALV

Fee0.31%0.76%

Cost on $10k a year$31$76

Yield1.32%0.69%

5 years, per year+9.8%[…]

3 years, per year+18.0%[…]

Worst drop · 1Y−9.6%[…]

Volatility · 1Y14.8%[…]

2–0measures won
DFAT first

0.4%

holdings shared

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

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.4B

1–0VTV wins

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, TALV, VTV

Today

35.7%most shared, TALV and VTV

DFATTALVVTV

DFAT—0.4%0.0%

TALV0.4%—35.7%

VTV0.0%35.7%—

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAT$132 − $31 = $101

TALV$69 − $76 = −$7

KeptFee

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