FBCV vs DFAT

AFBCV

BDFAT

Measures won5–1FBCV wins · of 6 · 5Y

$10,000 · 5Y$17,458FBCV · DFAT $16,744

Lowest cost0.31%DFAT · $31 on $10k

Most income2.23%FBCV · $223 on $10k

Smallest drop−7.1%FBCV · worst fall in 1Y

Held in common4.6%FBCV and DFAT

FBCV

DFAT

Fidelity Blue Chip Value ETF · $184MDimensional - US Targeted Value ETF · $31.7B

+21.6%3 years · per year$17,960 · $17,261+20.0%

+11.8%5 years · per year$17,458 · $16,744+10.9%

0.57%Expense ratio$57 · $31 on $10k · lower wins0.31%

2.23%12-mo yield$223 · $131 on $10k1.31%

−7.1%Worst dropSmaller wins−9.6%

10.8%VolatilityLower wins14.3%

5–1FBCV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFBCV · DFAT

0.8%SWKS0.4%

0.4%MHK0.4%

0.3%JLL0.4%

0.4%COO0.3%

Held in common4.6%

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.23%	+2.9%	+27.3%	+33.8%	+21.6%	+11.8%	−7.1%	$184M
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	AFBCV	Fidelity Blue Chip Value ETFRead Desk		0.57%	2.23%	+2.9%	+27.3%	+33.8%	+21.6%	+11.8%	−7.1%	$184M
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

FBCV vs DFAT

FBCV

Fidelity Blue Chip Value

$17,458

DFAT

Dimensional - US Targeted Value

$16,744

MeasureFBCVDFAT

Fee0.57%0.31%

Cost on $10k a year$57$31

Yield2.23%1.31%

5 years, per year+11.8%+10.9%

3 years, per year+21.6%+20.0%

Worst drop · 1Y−7.1%−9.6%

Volatility · 1Y10.8%14.3%

5–1measures won
FBCV first

4.6%

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: FBCV, DFAT

Today

4.6%most shared, FBCV and DFAT

FBCVDFAT

FBCV—4.6%

DFAT4.6%—

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

Income After Fees on $10,000

$166most kept, FBCV

FBCV$223 − $57 = $166

DFAT$131 − $31 = $100

KeptFee

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