DFAT vs VALQ

ADFAT

BVALQ

Measures won1–4VALQ wins · of 6 · 5Y

$10,000 · 5Y$15,633DFAT · VALQ $15,594

Lowest cost0.05%IJH · $5 on $10k

Most income1.66%VALQ · $166 on $10k

Smallest drop−7.9%VALQ · worst fall in 1Y

Held in common6.3%DFAT and VALQ

Dimensional - US Targeted Value ETF · $31.8BAmerican Century STOXX U.S. Quality Value ETF · $195M

+17.5%3 years · per year$16,236 · $15,658+16.1%

+9.3%5 years · per year$15,633 · $15,594+9.3%

0.31%Expense ratio$31 · $29 on $10k · lower wins0.29%

1.33%12-mo yield$133 · $166 on $10k

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,633

VALQ

American Century STOXX U.S. Quality Value

$15,594

#
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	BVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.66%	−0.5%	+11.3%	+14.5%	+16.1%	+9.3%	−7.9%	$195M
3	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

#
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	BVALQ	American Century STOXX U.S. Quality Value ETFRead Desk	0.29%	1.66%	−0.5%	+11.3%	+14.5%	+16.1%	+9.3%	−7.9%	$195M
3	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

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