DFLV vs DFAT

ADFLV

BDFAT

Measures won5–0DFLV wins · of 6 · 5Y

$10,000 · 5Y$16,134DFAT

Lowest cost0.21%DFLV · $21 on $10k

Most income1.36%DFLV · $136 on $10k

Smallest drop−5.5%DFLV · worst fall in 1Y

Held in common1.0%DFLV and DFAT

DFLV

DFAT

Dimensional - US Large Cap Value ETF · $7.4BDimensional - US Targeted Value ETF · $31.7B

+23.4%3 years · per year$18,797 · $17,168+19.7%

[…]5 years · per year[…] · $16,134+10.0%

0.21%Expense ratio$21 · $31 on $10k · lower wins0.31%

1.36%12-mo yield$136 · $133 on $10k1.33%

−5.5%Worst dropSmaller wins−9.6%

10.6%VolatilityLower wins14.3%

5–0DFLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFLV · DFAT

0.1%PR0.4%

0.1%TXT0.3%

0.1%VTRS0.1%

0.1%LDOS0.2%

Held in common1.0%

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	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B
2	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.36%	−0.4%	+23.3%	+29.1%	+23.4%	new	−5.5%	$7.4B

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	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B
2	ADFLV	Dimensional - US Large Cap Value ETFRead Desk		0.21%	1.36%	−0.4%	+23.3%	+29.1%	+23.4%	new	−5.5%	$7.4B

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

DFLV vs DFAT

DFLV

Dimensional - US Large Cap Value

[…]

DFAT

Dimensional - US Targeted Value

$16,134

MeasureDFLVDFAT

Fee0.21%0.31%

Cost on $10k a year$21$31

Yield1.36%1.33%

5 years, per year[…]+10.0%

3 years, per year+23.4%+19.7%

Worst drop · 1Y−5.5%−9.6%

Volatility · 1Y10.6%14.3%

5–0measures won
DFLV first

1.0%

holdings shared

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

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

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: DFLV, DFAT

Today

1.0%most shared, DFLV and DFAT

DFLVDFAT

DFLV—1.0%

DFAT1.0%—

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

Income After Fees on $10,000

$115most kept, DFLV

DFLV$136 − $21 = $115

DFAT$133 − $31 = $102

KeptFee

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