IVLU vs DFAT

AIVLU

BDFAT

Measures won3–2IVLU wins · of 6 · 5Y

$10,000 · 5Y$19,636IVLU · DFAT $16,134

Lowest cost0.31%IVLU · $31 on $10k

Most income3.34%IVLU · $334 on $10k

Smallest drop−9.6%DFAT · worst fall in 1Y

Held in common0.0%IVLU and DFAT

IVLU

DFAT

iShares MSCI Intl Value Factor ETF · $4.5BDimensional - US Targeted Value ETF · $31.7B

+25.7%3 years · per year$19,849 · $17,168+19.7%

+14.4%5 years · per year$19,636 · $16,134+10.0%

0.31%Expense ratio$31 · $31 on $10k · lower wins0.31%

3.34%12-mo yield$334 · $133 on $10k1.33%

−11.7%Worst dropSmaller wins−9.6%

15.8%VolatilityLower wins14.3%

3–2IVLU wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVLU · DFAT

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.34%	−0.6%	+12.3%	+21.2%	+25.7%	+14.4%	−11.7%	$4.5B
2	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

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	AIVLU	iShares MSCI Intl Value Factor ETFRead Desk		0.31%	3.34%	−0.6%	+12.3%	+21.2%	+25.7%	+14.4%	−11.7%	$4.5B
2	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

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

IVLU vs DFAT

IVLU

iShares MSCI Intl Value Factor

$19,636

DFAT

Dimensional - US Targeted Value

$16,134

MeasureIVLUDFAT

Fee0.31%0.31%

Cost on $10k a year$31$31

Yield3.34%1.33%

5 years, per year+14.4%+10.0%

3 years, per year+25.7%+19.7%

Worst drop · 1Y−11.7%−9.6%

Volatility · 1Y15.8%14.3%

3–2measures won
IVLU first

0.0%

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: IVLU, DFAT

Today

0.0%most shared, IVLU and DFAT

IVLUDFAT

IVLU—0.0%

DFAT0.0%—

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

Income After Fees on $10,000

$303most kept, IVLU

IVLU$334 − $31 = $303

DFAT$133 − $31 = $102

KeptFee

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