DFUV vs DFAT

ADFUV

BDFAT

Measures won4–1DFUV wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.21%DFUV · $21 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−6.0%DFUV · worst fall in 1Y

Held in common12.8%DFUV and DFAT

DFUV

DFAT

Dimensional - US Marketwide Value ETF · $15.6BDimensional - US Targeted Value ETF · $31.7B

+23.2%3 years · per year$18,705 · $17,261+20.0%

[…]5 years · per year[…] · $16,744+10.9%

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

1.28%12-mo yield$128 · $131 on $10k1.31%

−6.0%Worst dropSmaller wins−9.6%

11.3%VolatilityLower wins14.3%

4–1DFUV wins

$10,000 · 5 yearsOne scale

Shared top holdingsDFUV · DFAT

0.1%DINO0.6%

0.1%VTRS0.1%

0.1%WCC0.3%

0.1%PR0.4%

Held in common12.8%

End-of-day Nov 4, 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%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$15.6B

End-of-day Nov 4, 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%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	ADFUV	Dimensional - US Marketwide Value ETFRead Desk		0.21%	1.28%	+1.3%	+24.4%	+30.3%	+23.2%	new	−6.0%	$15.6B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

DFUV vs DFAT

DFUV

Dimensional - US Marketwide Value

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureDFUVDFAT

Fee0.21%0.31%

Cost on $10k a year$21$31

Yield1.28%1.31%

5 years, per year[…]+10.9%

3 years, per year+23.2%+20.0%

Worst drop · 1Y−6.0%−9.6%

Volatility · 1Y11.3%14.3%

4–0measures won
DFUV first

12.8%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: DFUV, DFAT

Today

12.8%most shared, DFUV and DFAT

DFUVDFAT

DFUV—12.8%

DFAT12.8%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$107most kept, DFUV

DFUV$128 − $21 = $107

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee