DSTL vs DFAT

ADSTL

BDFAT

Measures won2–3DFAT wins · of 6 · 5Y

$10,000 · 5Y$17,858DSTL · DFAT $16,744

Lowest cost0.31%DFAT · $31 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−8.6%DSTL · worst fall in 1Y

Held in common6.1%DSTL and DFAT

DSTL

DFAT

Distillate U.S. Fundamental Stability & Value ETF · $2.2BDimensional - US Targeted Value ETF · $31.7B

+20.0%3 years · per year$17,300 · $17,261+20.0%

+12.3%5 years · per year$17,858 · $16,744+10.9%

0.39%Expense ratio$39 · $31 on $10k · lower wins0.31%

1.02%12-mo yield$102 · $131 on $10k1.31%

−8.6%Worst dropSmaller wins−9.6%

14.5%VolatilityLower wins14.3%

2–3DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsDSTL · DFAT

0.8%TOL0.7%

0.6%BWA0.5%

0.6%UHS0.4%

1.1%PR0.4%

Held in common6.1%

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	ADSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk		0.39%	1.02%	+2.7%	+22.3%	+27.6%	+20.0%	+12.3%	−8.6%	$2.2B
2	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

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	ADSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk		0.39%	1.02%	+2.7%	+22.3%	+27.6%	+20.0%	+12.3%	−8.6%	$2.2B
2	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

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

DSTL vs DFAT

DSTL

Distillate U.S. Fundamental Stability & Value

$17,858

DFAT

Dimensional - US Targeted Value

$16,744

MeasureDSTLDFAT

Fee0.39%0.31%

Cost on $10k a year$39$31

Yield1.02%1.31%

5 years, per year+12.3%+10.9%

3 years, per year+20.0%+20.0%

Worst drop · 1Y−8.6%−9.6%

Volatility · 1Y14.5%14.3%

3–2measures won
DFAT first

6.1%

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: DSTL, DFAT

Today

6.1%most shared, DSTL and DFAT

DSTLDFAT

DSTL—6.1%

DFAT6.1%—

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

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

DSTL$102 − $39 = $63

KeptFee

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