FLCV vs DFAT

AFLCV

BDFAT

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$15,924DFAT · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.35%DFAT · $135 on $10k

Smallest drop−5.7%FLCV · worst fall in 1Y

Held in common2.5%FLCV and DFAT

FLCV

DFAT

Federated Hermes MDT Large Cap Value ETF · $241MDimensional - US Targeted Value ETF · $31.1B

[…]3 years · per year[…] · $16,470+18.1%

[…]5 years · per year[…] · $15,924+9.8%

0.43%Expense ratio$43 · $31 on $10k · lower wins0.31%

0.68%12-mo yield$68 · $135 on $10k1.35%

−5.7%Worst dropSmaller wins−9.6%

11.6%VolatilityLower wins14.6%

2–2Level

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFLCV · DFAT

0.8%BPOP0.4%

0.4%ALGN0.3%

0.9%LULU0.3%

0.3%FNF0.3%

Held in common2.5%

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	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk	0.43%	0.68%	−0.7%	+20.9%	+25.8%	new	new	−5.7%	$241M

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	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$31.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$112.9B
3	AFLCV	Federated Hermes MDT Large Cap Value ETFRead Desk	0.43%	0.68%	−0.7%	+20.9%	+25.8%	new	new	−5.7%	$241M

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

FLCV vs DFAT

FLCV

Federated Hermes MDT Large Cap Value

[…]

DFAT

Dimensional - US Targeted Value

$15,924

MeasureFLCVDFAT

Fee0.43%0.31%

Cost on $10k a year$43$31

Yield0.68%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.1%

Worst drop · 1Y−5.7%−9.6%

Volatility · 1Y11.6%14.6%

2–2measures won
level

2.5%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.1B

1–1level

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: FLCV, DFAT, IWF

Today

16.5%most shared, FLCV and IWF

FLCVDFATIWF

FLCV—2.5%16.5%

DFAT2.5%—0.0%

IWF16.5%0.0%—

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

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

FLCV$68 − $43 = $25

IWF$39 − $18 = $21

KeptFee

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