DFAT vs VTV

ADFAT

BVTV

Measures won0–6VTV wins · of 6 · 5Y

$10,000 · 5Y$17,842VTV · DFAT $16,134

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.0%DFAT and VTV

DFAT

VTV

Dimensional - US Targeted Value ETF · $31.7BVanguard Morningstar Value ETF · $184B

+19.7%3 years · per year$17,168 · $18,466+22.7%

+10.0%5 years · per year$16,134 · $17,842+12.3%

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

1.33%12-mo yield$133 · $183 on $10k1.83%

−9.6%Worst dropSmaller wins−6.4%

14.3%VolatilityLower wins10.1%

0–6VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFAT · VTV

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

Held in common0.0%

End-of-day Nov 3, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B

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

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.83%	−0.4%	+21.0%	+25.0%	+22.7%	+12.3%	−6.4%	$184.2B
2	ADFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B

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

Cards for this view

DFAT vs VTV

DFAT

Dimensional - US Targeted Value

$16,134

VTV

Vanguard Morningstar Value

$17,842

MeasureDFATVTV

Fee0.31%0.03%

Cost on $10k a year$31$3

Yield1.33%1.83%

5 years, per year+10.0%+12.3%

3 years, per year+19.7%+22.7%

Worst drop · 1Y−9.6%−6.4%

Volatility · 1Y14.3%10.1%

6–0measures won
VTV first

0.0%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

Overlap: DFAT, VTV

Today

0.0%most shared, DFAT and VTV

DFATVTV

DFAT—0.0%

VTV0.0%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee