DSTL vs DFAT

ADSTL

BDFAT

Measures won4–2DSTL wins · of 6 · 5Y

$10,000 · 5Y$17,475DSTL · DFAT $15,974

Lowest cost0.18%IWF · $18 on $10k

Most income1.35%DFAT · $135 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 · $31.1B

+19.3%3 years · per year$16,963 · $16,661+18.5%

+11.8%5 years · per year$17,475 · $15,974+9.8%

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

1.03%12-mo yield$103 · $135 on $10k1.35%

−8.6%Worst dropSmaller wins−9.6%

14.5%VolatilityLower wins14.7%

4–2DSTL wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsDSTL · DFAT

0.8%TOL0.7%

0.6%BWA0.5%

0.7%UHS0.5%

0.7%OC0.4%

Held in common6.1%

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	ADSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk	0.39%	1.03%	−1.2%	+20.8%	+26.5%	+19.3%	+11.8%	−8.6%	$2.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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	ADSTL	Distillate U.S. Fundamental Stability & Value ETFRead Desk	0.39%	1.03%	−1.2%	+20.8%	+26.5%	+19.3%	+11.8%	−8.6%	$2.2B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$31.1B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	−6.4%	−6.5%	−7.6%	+19.5%	+8.9%	−14.6%	$112.9B

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

DSTL vs DFAT

DSTL

Distillate U.S. Fundamental Stability & Value

$17,475

DFAT

Dimensional - US Targeted Value

$15,974

MeasureDSTLDFAT

Fee0.39%0.31%

Cost on $10k a year$39$31

Yield1.03%1.35%

5 years, per year+11.8%+9.8%

3 years, per year+19.3%+18.5%

Worst drop · 1Y−8.6%−9.6%

Volatility · 1Y14.5%14.7%

4–2measures won
DSTL first

6.1%

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$59.1B

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%

$120BAssets$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%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: DSTL, DFAT, IWF

Today

6.1%most shared, DSTL and DFAT

DSTLDFATIWF

DSTL—6.1%2.7%

DFAT6.1%—0.0%

IWF2.7%0.0%—

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

DSTL$103 − $39 = $64

IWF$39 − $18 = $21

KeptFee

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