GVLU vs DFAT

AGVLU

BDFAT

Measures won4–1GVLU wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income5.31%GVLU · $531 on $10k

Smallest drop−8.5%GVLU · worst fall in 1Y

Held in common25.1%GVLU and DFAT

GVLU

DFAT

Gotham 1000 Value ETF · $264MDimensional - US Targeted Value ETF · $31.7B

+20.4%3 years · per year$17,459 · $17,261+20.0%

[…]5 years · per year[…] · $16,744+10.9%

0.65%Expense ratio$65 · $31 on $10k · lower wins0.31%

5.31%12-mo yield$531 · $131 on $10k1.31%

−8.5%Worst dropSmaller wins−9.6%

13.1%VolatilityLower wins14.3%

4–1GVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsGVLU · DFAT

0.5%DINO0.6%

0.5%RRC0.5%

0.4%OVV0.8%

0.4%APA0.7%

Held in common25.1%

End-of-day Nov 4, 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%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.31%	+2.1%	+21.3%	+27.5%	+20.4%	new	−8.5%	$264M

End-of-day Nov 4, 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%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$31.7B
2	AGVLU	Gotham 1000 Value ETFRead Desk		0.65%	5.31%	+2.1%	+21.3%	+27.5%	+20.4%	new	−8.5%	$264M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

GVLU vs DFAT

GVLU

Gotham 1000 Value

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureGVLUDFAT

Fee0.65%0.31%

Cost on $10k a year$65$31

Yield5.31%1.31%

5 years, per year[…]+10.9%

3 years, per year+20.4%+20.0%

Worst drop · 1Y−8.5%−9.6%

Volatility · 1Y13.1%14.3%

4–1measures won
GVLU first

25.1%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: GVLU, DFAT

Today

25.1%most shared, GVLU and DFAT

GVLUDFAT

GVLU—25.1%

DFAT25.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$466most kept, GVLU

GVLU$531 − $65 = $466

DFAT$131 − $31 = $100

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee