ITAN vs DFAT

AITAN

BDFAT

Measures won3–3level · of 6 · 5Y

$10,000 · 5Y$18,768ITAN · DFAT $16,744

Lowest cost0.31%DFAT · $31 on $10k

Most income1.31%DFAT · $131 on $10k

Smallest drop−9.0%ITAN · worst fall in 1Y

Held in common8.7%ITAN and DFAT

ITAN

DFAT

Sparkline Intangible Value ETF · $126MDimensional - US Targeted Value ETF · $32.1B

+28.5%3 years · per year$21,236 · $17,261+20.0%

+13.4%5 years · per year$18,768 · $16,744+10.9%

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

0.96%12-mo yield$96 · $131 on $10k1.31%

−9.0%Worst dropSmaller wins−9.6%

14.8%VolatilityLower wins14.3%

3–3Level

$10,000 · 5 yearsOne scale

Shared top holdingsITAN · DFAT

0.5%SWK0.4%

0.4%JLL0.4%

0.4%ARW0.5%

0.5%SWKS0.4%

Held in common8.7%

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	AITAN	Sparkline Intangible Value ETFRead Desk		0.50%	0.96%	+2.4%	+24.9%	+29.3%	+28.5%	+13.4%	−9.0%	$126M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

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	AITAN	Sparkline Intangible Value ETFRead Desk		0.50%	0.96%	+2.4%	+24.9%	+29.3%	+28.5%	+13.4%	−9.0%	$126M
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk		0.31%	1.31%	+1.3%	+20.6%	+26.4%	+20.0%	+10.9%	−9.6%	$32.1B

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

ITAN vs DFAT

ITAN

Sparkline Intangible Value

$18,768

DFAT

Dimensional - US Targeted Value

$16,744

MeasureITANDFAT

Fee0.50%0.31%

Cost on $10k a year$50$31

Yield0.96%1.31%

5 years, per year+13.4%+10.9%

3 years, per year+28.5%+20.0%

Worst drop · 1Y−9.0%−9.6%

Volatility · 1Y14.8%14.3%

3–3measures won
level

8.7%

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%

$123BAssets$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%

$42.1BAssets$46.1B

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%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

Overlap: ITAN, DFAT

Today

8.7%most shared, ITAN and DFAT

ITANDFAT

ITAN—8.7%

DFAT8.7%—

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

Income After Fees on $10,000

$100most kept, DFAT

DFAT$131 − $31 = $100

ITAN$96 − $50 = $46

KeptFee

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