DFAT vs VLU

ADFAT

BVLU

Measures won0–6VLU wins · of 6 · 5Y

$10,000 · 5Y$17,925VLU · DFAT $15,714

Lowest cost0.12%VLU · $12 on $10k

Most income1.59%VLU · $159 on $10k

Smallest drop−6.3%VLU · worst fall in 1Y

Held in common10.8%DFAT and VLU

Dimensional - US Targeted Value ETF · $31.6BState Street SPDR S&P 1500 Value Tilt ETF · $790M

+17.6%3 years · per year$16,277 · $18,215+22.1%

+9.5%5 years · per year$15,714 · $17,925+12.4%

0.31%Expense ratio$31 · $12 on $10k · lower wins0.12%

1.32%12-mo yield$132 · $159 on $10k1.59%

End-of-day Nov 11, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.59%	+0.8%	+20.3%	+23.4%	+22.1%	+12.4%	−6.3%	$790M
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.6B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BVLU	State Street SPDR S&P 1500 Value Tilt ETFRead Desk		0.12%	1.59%	+0.8%	+20.3%	+23.4%	+22.1%	+12.4%	−6.3%	$790M
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.32%	+0.5%	+19.7%	+24.7%	+17.6%	+9.5%	−9.6%	$31.6B

End-of-day Nov 11, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAT

Dimensional - US Targeted Value

$15,714

VLU

SPDR S&P 1500 Value Tilt

$17,925

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