DFAT vs VO

ADFAT

BVO

Measures won1–5VO wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT · VO $14,290

Lowest cost0.03%VO · $3 on $10k

Most income1.34%VO · $134 on $10k

Smallest drop−8.2%VO · worst fall in 1Y

Held in common0.0%DFAT and VO

DFAT

Dimensional - US Targeted Value ETF · $31.7BVanguard Morningstar Mid-Cap ETF · $103B

+20.0%3 years · per year$17,261 · $17,578+20.7%

+10.9%5 years · per year$16,744 · $14,290+7.4%

0.31%Expense ratio$31 · $3 on $10k · lower wins0.03%

1.31%12-mo yield$131 · $134 on $10k1.34%

−9.6%Worst dropSmaller wins−8.2%

14.3%VolatilityLower wins12.4%

1–5VO wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · VO

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk		0.03%	1.34%	+0.9%	+14.7%	+15.3%	+20.7%	+7.4%	−8.2%	$103.4B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFAT vs VO

DFAT

Dimensional - US Targeted Value

$16,744

Vanguard Morningstar Mid-Cap

$14,290

MeasureDFATVO

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.31%1.34%

5 years, per year+10.9%+7.4%

3 years, per year+20.0%+20.7%

Worst drop · 1Y−9.6%−8.2%

Volatility · 1Y14.3%12.4%

4–1measures won
VO first

0.0%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAT, VO

Today

0.0%most shared, DFAT and VO

DFATVO

DFAT—0.0%

VO0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$131most kept, VO

VO$134 − $3 = $131

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee