DFUV vs DFAT

ADFUV

BDFAT

Measures won4–1DFUV wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT · IWF $15,330

Lowest cost0.18%IWF · $18 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common13.0%DFUV and DFAT

DFUV

DFAT

Dimensional - US Marketwide Value ETF · $16.0BDimensional - US Targeted Value ETF · $32.1B

+21.6%3 years · per year$17,966 · $16,661+18.5%

[…]5 years · per year[…] · $15,974+9.8%

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

1.32%12-mo yield$132 · $135 on $10k1.35%

−6.0%Worst dropSmaller wins−9.6%

11.8%VolatilityLower wins14.7%

4–1DFUV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDFUV · DFAT

0.1%DINO0.6%

0.1%VTRS0.1%

0.1%BALL0.7%

0.1%EWBC0.1%

Held in common13.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.32%	−3.1%	+20.5%	+27.1%	+21.6%	new	−6.0%	$16.0B

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

All Three

5Y3 funds

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$120.5B
3	ADFUV	Dimensional - US Marketwide Value ETFRead Desk	0.21%	1.32%	−3.1%	+20.5%	+27.1%	+21.6%	new	−6.0%	$16.0B

End-of-day Nov 5, 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

$15,974

MeasureDFUVDFAT

Fee0.21%0.31%

Cost on $10k a year$21$31

Yield1.32%1.35%

5 years, per year[…]+9.8%

3 years, per year+21.6%+18.5%

Worst drop · 1Y−6.0%−9.6%

Volatility · 1Y11.8%14.7%

4–0measures won
DFUV first

13.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DFUV, DFAT, IWF

Today

13.0%most shared, DFUV and DFAT

DFUVDFATIWF

DFUV—13.0%5.2%

DFAT13.0%—0.0%

IWF5.2%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$111most kept, DFUV

DFUV$132 − $21 = $111

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee