FLV vs DFAT

AFLV

BDFAT

Measures won4–2FLV wins · of 6 · 5Y

$10,000 · 5Y$16,551FLV · DFAT $16,134

Lowest cost0.31%DFAT · $31 on $10k

Most income1.62%FLV · $162 on $10k

Smallest drop−7.5%FLV · worst fall in 1Y

Held in common1.3%FLV and DFAT

FLV

DFAT

American Century Focused Large Cap Value ETF · $400MDimensional - US Targeted Value ETF · $31.7B

+19.3%3 years · per year$16,985 · $17,168+19.7%

+10.6%5 years · per year$16,551 · $16,134+10.0%

0.42%Expense ratio$42 · $31 on $10k · lower wins0.31%

1.62%12-mo yield$162 · $133 on $10k1.33%

−7.5%Worst dropSmaller wins−9.6%

10.3%VolatilityLower wins14.3%

4–2FLV wins

$10,000 · 5 yearsOne scale

Shared top holdingsFLV · DFAT

1.2%OC0.4%

1.5%RGA0.4%

1.5%CBSH0.3%

1.6%HSIC0.3%

Held in common1.3%

End-of-day Nov 3, 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	AFLV	American Century Focused Large Cap Value ETFRead Desk		0.42%	1.62%	−0.9%	+17.5%	+22.9%	+19.3%	+10.6%	−7.5%	$400M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B

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

Both

5Y2 funds

#			Trend
1	AFLV	American Century Focused Large Cap Value ETFRead Desk		0.42%	1.62%	−0.9%	+17.5%	+22.9%	+19.3%	+10.6%	−7.5%	$400M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.33%	−0.7%	+19.1%	+25.0%	+19.7%	+10.0%	−9.6%	$31.7B

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

Cards for this view

FLV vs DFAT

FLV

American Century Focused Large Cap Value

$16,551

DFAT

Dimensional - US Targeted Value

$16,134

MeasureFLVDFAT

Fee0.42%0.31%

Cost on $10k a year$42$31

Yield1.62%1.33%

5 years, per year+10.6%+10.0%

3 years, per year+19.3%+19.7%

Worst drop · 1Y−7.5%−9.6%

Volatility · 1Y10.3%14.3%

4–2measures won
FLV first

1.3%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: FLV, DFAT

Today

1.3%most shared, FLV and DFAT

FLVDFAT

FLV—1.3%

DFAT1.3%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$120most kept, FLV

FLV$162 − $42 = $120

DFAT$133 − $31 = $102

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee