FBCV vs DFAT

AFBCV

BDFAT

Measures won5–1FBCV wins · of 6 · 5Y

$10,000 · 5Y$17,012FBCV · DFAT $15,974

Lowest cost0.18%IWF · $18 on $10k

Most income2.28%FBCV · $228 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 · $199MDimensional - US Targeted Value ETF · $31.1B

+20.4%3 years · per year$17,456 · $16,661+18.5%

+11.2%5 years · per year$17,012 · $15,974+9.8%

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

2.28%12-mo yield$228 · $135 on $10k1.35%

−7.1%Worst dropSmaller wins−9.6%

11.0%VolatilityLower wins14.7%

5–1FBCV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFBCV · DFAT

0.4%MHK0.4%

0.8%SWKS0.3%

0.3%JLL0.4%

0.4%COO0.3%

Held in common4.6%

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	AFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$199M
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	AFBCV	Fidelity Blue Chip Value ETFRead Desk	0.57%	2.28%	−2.1%	+24.7%	+31.8%	+20.4%	+11.2%	−7.1%	$199M
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

FBCV vs DFAT

FBCV

Fidelity Blue Chip Value

$17,012

DFAT

Dimensional - US Targeted Value

$15,974

MeasureFBCVDFAT

Fee0.57%0.31%

Cost on $10k a year$57$31

Yield2.28%1.35%

5 years, per year+11.2%+9.8%

3 years, per year+20.4%+18.5%

Worst drop · 1Y−7.1%−9.6%

Volatility · 1Y11.0%14.7%

5–1measures won
FBCV first

4.6%

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: FBCV, DFAT, IWF

Today

14.6%most shared, FBCV and IWF

FBCVDFATIWF

FBCV—4.6%14.6%

DFAT4.6%—0.0%

IWF14.6%0.0%—

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

Income After Fees on $10,000

$171most kept, FBCV

FBCV$228 − $57 = $171

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

KeptFee

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