DFAT vs VONV

ADFAT

BVONV

Measures won0–6VONV wins · of 6 · 5Y

$10,000 · 5Y$17,306VONV · DFAT $15,924

Lowest cost0.06%VONV · $6 on $10k

Most income1.54%VONV · $154 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 · $30.8BVanguard Russell 1000 Value ETF · $21.7B

+18.1%3 years · per year$16,470 · $18,525+22.8%

+9.8%5 years · per year$15,924 · $17,306+11.6%

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

1.35%12-mo yield$135 · $154 on $10k1.54%

−9.6%Worst dropSmaller wins−6.8%

14.6%VolatilityLower wins11.6%

0–6VONV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFAT · VONV

0.2%CDE0.0%

0.2%GPC0.0%

0.2%WCC0.0%

0.4%RVTY0.0%

Held in common4.4%

End-of-day Nov 6, 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	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B

End-of-day Nov 6, 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

$15,924

VONV

Vanguard Russell 1000 Value

$17,307

MeasureDFATVONV

Fee0.31%0.06%

Cost on $10k a year$31$6

Yield1.35%1.54%

5 years, per year+9.8%+11.6%

3 years, per year+18.1%+22.8%

Worst drop · 1Y−9.6%−6.8%

Volatility · 1Y14.6%11.6%

6–0measures won
VONV first

4.4%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAT, VONV, IWF

Today

18.9%most shared, VONV and IWF

DFATVONVIWF

DFAT—4.4%0.0%

VONV4.4%—18.9%

IWF0.0%18.9%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, VONV

VONV$154 − $6 = $148

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee