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AGVLU

BDFAT

Measures won4–1GVLU wins · of 6 · 5Y

$10,000 · 5Y$15,377DFAT · IJH $13,674

Lowest cost0.05%IJH · $5 on $10k

Most income5.37%GVLU · $537 on $10k

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

Held in common24.5%GVLU and DFAT

Gotham 1000 Value ETF · $267MDimensional - US Targeted Value ETF · $31.5B

+18.8%3 years · per year$16,771 · $16,427+18.0%

[…]5 years · per year[…] · $15,377+9.0%

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

5.37%12-mo yield$537 · $133 on $10k

Cards for this view

GVLU

Gotham 1000 Value

[…]

DFAT

Dimensional - US Targeted Value

$15,377

MeasureGVLUDFAT

Fee0.65%0.31%

Cost on $10k a year$65$31

Yield5.37%1.33%

5 years, per year[…]+9.0%

3 years, per year+18.8%+18.0%

Worst drop · 1Y−8.5%−9.6%

Volatility · 1Y13.5%

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1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	+0.3%	+18.8%	+22.8%	+18.0%	+9.0%	−9.6%	$31.5B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$124.0B
3	AGVLU	Gotham 1000 Value ETFRead Desk	0.65%	5.37%	+0.3%	+19.9%	+23.3%	+18.8%	new	−8.5%	$267M

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.33%	+0.3%	+18.8%	+22.8%	+18.0%	+9.0%	−9.6%	$31.5B
2	IJH	iShares Core S&P Mid-Cap ETFRead Desk	0.05%	1.22%	−0.1%	+12.7%	+14.0%	+16.4%	+6.5%	−8.8%	$124.0B
3	AGVLU	Gotham 1000 Value ETFRead Desk	0.65%	5.37%	+0.3%	+19.9%	+23.3%	+18.8%	new	−8.5%	$267M