ECML vs DFAT

AECML

BDFAT

Measures won2–3DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,930DFAT · IJH $14,049

Lowest cost0.05%IJH · $5 on $10k

Most income1.32%DFAT · $132 on $10k

Smallest drop−8.2%ECML · worst fall in 1Y

Held in common7.7%ECML and DFAT

ECML

DFAT

Euclidean Fundamental Value ETF · $120MDimensional - US Targeted Value ETF · $30.8B

+14.6%3 years · per year$15,064 · $16,444+18.0%

[…]5 years · per year[…] · $15,930+9.8%

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

1.16%12-mo yield$116 · $132 on $10k1.32%

−8.2%Worst dropSmaller wins−9.6%

13.3%VolatilityLower wins14.8%

2–3DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsECML · DFAT

1.3%TOL0.7%

1.8%APA0.6%

1.7%DINO0.6%

1.6%BWA0.5%

Held in common7.7%

End-of-day Nov 9, 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%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AECML	Euclidean Fundamental Value ETFRead Desk	0.95%	1.16%	+2.1%	+19.1%	+25.1%	+14.6%	new	−8.2%	$120M

End-of-day Nov 9, 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%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$30.8B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.21%	+3.2%	+13.6%	+17.5%	+16.9%	+7.0%	−8.8%	$121.4B
3	AECML	Euclidean Fundamental Value ETFRead Desk	0.95%	1.16%	+2.1%	+19.1%	+25.1%	+14.6%	new	−8.2%	$120M

End-of-day Nov 9, 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

$15,930

MeasureECMLDFAT

Fee0.95%0.31%

Cost on $10k a year$95$31

Yield1.16%1.32%

5 years, per year[…]+9.8%

3 years, per year+14.6%+18.0%

Worst drop · 1Y−8.2%−9.6%

Volatility · 1Y13.3%14.8%

3–2measures won
DFAT first

7.7%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026

Overlap: ECML, DFAT, IJH

Today

30.1%most shared, DFAT and IJH

ECMLDFATIJH

ECML—7.7%4.9%

DFAT7.7%—30.1%

IJH4.9%30.1%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$116most kept, IJH

IJH$121 − $5 = $116

DFAT$132 − $31 = $101

ECML$116 − $95 = $21

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee