ECML vs DFAT

AECML

BDFAT

Measures won2–3DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−7.5%ECML · worst fall in 1Y

Held in common7.8%ECML and DFAT

ECML

DFAT

Euclidean Fundamental Value ETF · $124MDimensional - US Targeted Value ETF · $32.1B

+16.6%3 years · per year$15,853 · $17,261+20.0%

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

0.95%Expense ratio$95 · $31 on $10k · lower wins0.31%

1.14%12-mo yield$114 · $131 on $10k1.31%

−7.5%Worst dropSmaller wins−9.6%

13.0%VolatilityLower wins14.3%

2–3DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsECML · DFAT

1.3%TOL0.7%

1.8%APA0.6%

1.8%DINO0.6%

1.6%BWA0.5%

Held in common7.8%

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

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%	$32.1B
2	AECML	Euclidean Fundamental Value ETFRead Desk		0.95%	1.14%	+1.0%	+20.5%	+25.9%	+16.6%	new	−7.5%	$124M

End-of-day Nov 5, 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%	$32.1B
2	AECML	Euclidean Fundamental Value ETFRead Desk		0.95%	1.14%	+1.0%	+20.5%	+25.9%	+16.6%	new	−7.5%	$124M

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

ECML vs DFAT

ECML

Euclidean Fundamental Value

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureECMLDFAT

Fee0.95%0.31%

Cost on $10k a year$95$31

Yield1.14%1.31%

5 years, per year[…]+10.9%

3 years, per year+16.6%+20.0%

Worst drop · 1Y−7.5%−9.6%

Volatility · 1Y13.0%14.3%

3–2measures won
DFAT first

7.8%

holdings shared

Nov 5, 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%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

Overlap: ECML, DFAT

Today

7.8%most shared, ECML and DFAT

ECMLDFAT

ECML—7.8%

DFAT7.8%—

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

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

ECML$114 − $95 = $19

KeptFee

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