GVLU vs DFAT

AGVLU

BDFAT

Measures won4–1GVLU wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG · DFAT $15,974

Lowest cost0.03%VUG · $3 on $10k

Most income5.43%GVLU · $543 on $10k

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

Held in common25.1%GVLU and DFAT

GVLU

DFAT

Gotham 1000 Value ETF · $262MDimensional - US Targeted Value ETF · $32.1B

+19.1%3 years · per year$16,900 · $16,661+18.5%

[…]5 years · per year[…] · $15,974+9.8%

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

5.43%12-mo yield$543 · $135 on $10k1.35%

−8.5%Worst dropSmaller wins−9.6%

13.3%VolatilityLower wins14.7%

4–1GVLU wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsGVLU · DFAT

0.5%SWK0.5%

0.4%DINO0.6%

0.4%RRC0.4%

0.4%OVV0.8%

Held in common25.1%

End-of-day Nov 5, 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	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
3	AGVLU	Gotham 1000 Value ETFRead Desk	0.65%	5.43%	−2.2%	+18.5%	+25.6%	+19.1%	new	−8.5%	$262M

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

All Three

5Y3 funds

#
1	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
3	AGVLU	Gotham 1000 Value ETFRead Desk	0.65%	5.43%	−2.2%	+18.5%	+25.6%	+19.1%	new	−8.5%	$262M

End-of-day Nov 5, 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

$15,974

MeasureGVLUDFAT

Fee0.65%0.31%

Cost on $10k a year$65$31

Yield5.43%1.35%

5 years, per year[…]+9.8%

3 years, per year+19.1%+18.5%

Worst drop · 1Y−8.5%−9.6%

Volatility · 1Y13.3%14.7%

4–1measures won
GVLU first

25.1%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: GVLU, DFAT, VUG

Today

25.1%most shared, GVLU and DFAT

GVLUDFATVUG

GVLU—25.1%1.8%

DFAT25.1%—0.0%

VUG1.8%0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$478most kept, GVLU

GVLU$543 − $65 = $478

DFAT$135 − $31 = $104

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee