DFLV vs DFAT

ADFLV

BDFAT

Measures won5–0DFLV wins · of 6 · 5Y

$10,000 · 5Y$16,394VUG · DFAT $15,937

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%DFLV · $135 on $10k

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

Held in common0.9%DFLV and DFAT

Dimensional - US Large Cap Value ETF · $7.4BDimensional - US Targeted Value ETF · $31.6B

+21.3%3 years · per year$17,843 · $15,988+16.9%

[…]5 years · per year[…] · $15,937+9.8%

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

1.35%12-mo yield$135 · $133 on $10k

Cards for this view

DFLV

Dimensional - US Large Cap Value

[…]

DFAT

Dimensional - US Targeted Value

$15,937

MeasureDFLVDFAT

Fee0.21%0.31%

Cost on $10k a year$21$31

Yield1.35%1.33%

5 years, per year[…]+9.8%

3 years, per year+21.3%+16.9%

Worst drop · 1Y−5.5%−9.6%

Volatility · 1Y11.2%

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.6B
3	ADFLV	Dimensional - US Large Cap Value ETFRead Desk	0.21%	1.35%	+0.2%	+23.9%	+29.5%	+21.3%	new	−5.5%	$7.4B

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.7%	+3.4%	+4.2%	+22.2%	+10.4%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	−0.2%	+19.0%	+24.8%	+16.9%	+9.8%	−9.6%	$31.6B
3	ADFLV	Dimensional - US Large Cap Value ETFRead Desk	0.21%	1.35%	+0.2%	+23.9%	+29.5%	+21.3%	new	−5.5%	$7.4B

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