DFAT vs VONV

ADFAT

BVONV

Measures won0–6VONV wins · of 6 · 5Y

$10,000 · 5Y$17,976VONV · DFAT $16,744

Lowest cost0.06%VONV · $6 on $10k

Most income1.49%VONV · $149 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common4.4%DFAT and VONV

DFAT

VONV

Dimensional - US Targeted Value ETF · $32.1BVanguard Russell 1000 Value ETF · $21.7B

+20.0%3 years · per year$17,261 · $19,351+24.6%

+10.9%5 years · per year$16,744 · $17,976+12.4%

0.31%Expense ratio$31 · $6 on $10k · lower wins0.06%

1.31%12-mo yield$131 · $149 on $10k1.49%

−9.6%Worst dropSmaller wins−6.8%

14.3%VolatilityLower wins11.3%

0–6VONV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · VONV

0.1%VTRS0.1%

0.2%CDE0.0%

0.2%GPC0.0%

0.3%WCC0.0%

Held in common4.4%

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.49%	+2.6%	+27.6%	+32.2%	+24.6%	+12.4%	−6.8%	$21.7B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

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	BVONV	Vanguard Russell 1000 Value ETFRead Desk		0.06%	1.49%	+2.6%	+27.6%	+32.2%	+24.6%	+12.4%	−6.8%	$21.7B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

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 VONV

DFAT

Dimensional - US Targeted Value

$16,744

VONV

Vanguard Russell 1000 Value

$17,976

MeasureDFATVONV

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.31%1.49%

5 years, per year+10.9%+12.4%

3 years, per year+20.0%+24.6%

Worst drop · 1Y−9.6%−6.8%

Volatility · 1Y14.3%11.3%

6–0measures won
VONV first

4.4%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFAT, VONV

Today

4.4%most shared, DFAT and VONV

DFATVONV

DFAT—4.4%

VONV4.4%—

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

Income After Fees on $10,000

$143most kept, VONV

VONV$149 − $6 = $143

DFAT$131 − $31 = $100

KeptFee

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