FELV vs DFAL

AFELV

BDFAL

Measures won1–1level · of 6 · 5Y

$10,000 · 5Y$17,118SPY

Lowest cost0.09%SPY · $9 on $10k

Most income1.39%FELV · $139 on $10k

Smallest drop−6.8%FELV · worst fall in 1Y

Held in common48.0%FELV and DFAL

FELV

DFAL

Fidelity Enhanced Large Cap Value ETF · $3.7BDimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF · $1.7B

[…]3 years · per year[…]

[…]5 years · per year[…]

0.18%Expense ratio$18 · $13 on $10k · lower wins0.13%

1.39%12-mo yield$139 · $18 on $10k0.18%

−6.8%Worst dropSmaller wins[…]

11.2%VolatilityLower wins[…]

1–1Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFELV · DFAL

6.4%AAPL7.4%

4.8%MSFT5.9%

6.2%AMZN3.9%

3.4%BRK-B1.5%

Held in common48.0%

End-of-day Nov 6, 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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.39%	−0.3%	+24.4%	+28.4%	new	new	−6.8%	$3.7B
3	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.18%	+0.2%	new	new	new	new	[…]	$1.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.03%	+0.3%	+8.7%	+9.7%	+21.7%	+11.3%	−8.9%	$777.7B
2	AFELV	Fidelity Enhanced Large Cap Value ETF Read Desk	0.18%	1.39%	−0.3%	+24.4%	+28.4%	new	new	−6.8%	$3.7B
3	BDFAL	Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETFRead Desk	0.13%	0.18%	+0.2%	new	new	new	new	[…]	$1.7B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FELV vs DFAL

FELV

Fidelity Enhanced Large Cap Value ETF

[…]

DFAL

Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market

[…]

MeasureFELVDFAL

Fee0.18%0.13%

Cost on $10k a year$18$13

Yield1.39%0.18%

5 years, per year[…][…]

3 years, per year[…][…]

Worst drop · 1Y−6.8%[…]

Volatility · 1Y11.2%[…]

1–1measures won
level

48.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: FELV, DFAL, SPY

Today

90.1%most shared, DFAL and SPY

FELVDFALSPY

FELV—48.0%47.6%

DFAL48.0%—90.1%

SPY47.6%90.1%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$121most kept, FELV

FELV$139 − $18 = $121

SPY$103 − $9 = $94

DFAL$18 − $13 = $5

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee