GMOV vs DFAT

AGMOV

BDFAT

Measures won3–1GMOV wins · of 6 · 5Y

$10,000 · 5Y$16,134DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.84%GMOV · $184 on $10k

Smallest drop−6.1%GMOV · worst fall in 1Y

Held in common7.3%GMOV and DFAT

GMOV

DFAT

GMO US Value ETF · $101MDimensional - US Targeted Value ETF · $31.7B

[…]3 years · per year[…] · $17,168+19.7%

[…]5 years · per year[…] · $16,134+10.0%

0.50%Expense ratio$50 · $31 on $10k · lower wins0.31%

1.84%12-mo yield$184 · $133 on $10k1.33%

−6.1%Worst dropSmaller wins−9.6%

10.7%VolatilityLower wins14.3%

3–1GMOV wins

$10,000 · 5 yearsOne scale

Shared top holdingsGMOV · DFAT

0.7%APA0.7%

0.7%M0.3%

0.3%MTG0.3%

0.5%LEA0.3%

Held in common7.3%

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	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
2	AGMOV	GMO US Value ETFRead Desk		0.50%	1.84%	−0.6%	+22.1%	+28.8%	new	new	−6.1%	$101M

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	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
2	AGMOV	GMO US Value ETFRead Desk		0.50%	1.84%	−0.6%	+22.1%	+28.8%	new	new	−6.1%	$101M

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

GMOV vs DFAT

GMOV

GMO US Value

[…]

DFAT

Dimensional - US Targeted Value

$16,134

MeasureGMOVDFAT

Fee0.50%0.31%

Cost on $10k a year$50$31

Yield1.84%1.33%

5 years, per year[…]+10.0%

3 years, per year[…]+19.7%

Worst drop · 1Y−6.1%−9.6%

Volatility · 1Y10.7%14.3%

3–1measures won
GMOV first

7.3%

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: GMOV, DFAT

Today

7.3%most shared, GMOV and DFAT

GMOVDFAT

GMOV—7.3%

DFAT7.3%—

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

Income After Fees on $10,000

$134most kept, GMOV

GMOV$184 − $50 = $134

DFAT$133 − $31 = $102

KeptFee

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