EVUS vs DFAT

AEVUS

BDFAT

Measures won5–0EVUS wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.18%EVUS · $18 on $10k

Most income1.38%EVUS · $138 on $10k

Smallest drop−7.7%EVUS · worst fall in 1Y

Held in common0.5%EVUS and DFAT

EVUS

DFAT

iShares ESG Aware MSCI USA Value ETF · $392MDimensional - US Targeted Value ETF · $31.7B

+21.3%3 years · per year$17,838 · $17,261+20.0%

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

0.18%Expense ratio$18 · $31 on $10k · lower wins0.31%

1.38%12-mo yield$138 · $131 on $10k1.31%

−7.7%Worst dropSmaller wins−9.6%

10.7%VolatilityLower wins14.3%

5–0EVUS wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVUS · DFAT

0.2%BALL0.7%

0.1%GPC0.2%

0.1%COO0.3%

0.1%MKC0.2%

Held in common0.5%

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	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
2	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk		0.18%	1.38%	+2.1%	+20.6%	+24.3%	+21.3%	new	−7.7%	$392M

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	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
2	AEVUS	iShares ESG Aware MSCI USA Value ETFRead Desk		0.18%	1.38%	+2.1%	+20.6%	+24.3%	+21.3%	new	−7.7%	$392M

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

EVUS vs DFAT

EVUS

iShares ESG Aware MSCI USA Value

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureEVUSDFAT

Fee0.18%0.31%

Cost on $10k a year$18$31

Yield1.38%1.31%

5 years, per year[…]+10.9%

3 years, per year+21.3%+20.0%

Worst drop · 1Y−7.7%−9.6%

Volatility · 1Y10.7%14.3%

5–0measures won
EVUS first

0.5%

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: EVUS, DFAT

Today

0.5%most shared, EVUS and DFAT

EVUSDFAT

EVUS—0.5%

DFAT0.5%—

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

Income After Fees on $10,000

$120most kept, EVUS

EVUS$138 − $18 = $120

DFAT$131 − $31 = $100

KeptFee

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