DFAT vs VTI

ADFAT

BVTI

Measures won1–5VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI · DFAT $15,924

Lowest cost0.03%VTI · $3 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−8.9%VTI · worst fall in 1Y

Held in common3.7%DFAT and VTI

DFAT

VTI

Dimensional - US Targeted Value ETF · $31.1BVanguard Morningstar Total Stock Market ETF · $689B

+18.1%3 years · per year$16,470 · $18,004+21.7%

+9.8%5 years · per year$15,924 · $16,375+10.4%

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

1.35%12-mo yield$135 · $109 on $10k1.09%

−9.6%Worst dropSmaller wins−8.9%

14.6%VolatilityLower wins13.7%

1–5VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · VTI

0.0%VTRS0.0%

0.2%WCC0.0%

0.2%GPC0.0%

0.4%RVTY0.0%

Held in common3.7%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B

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 VTI

DFAT

Dimensional - US Targeted Value

$15,924

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureDFATVTI

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.35%1.09%

5 years, per year+9.8%+10.4%

3 years, per year+18.1%+21.7%

Worst drop · 1Y−9.6%−8.9%

Volatility · 1Y14.6%13.7%

5–1measures won
VTI first

3.7%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: DFAT, VTI

Today

3.7%most shared, DFAT and VTI

DFATVTI

DFAT—3.7%

VTI3.7%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

DFAT$135 − $31 = $104

KeptFee

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