JAVA vs DFAT

AJAVA

BDFAT

Measures won4–2JAVA wins · of 6 · 5Y

$10,000 · 5Y$17,498JAVA · DFAT $15,930

Lowest cost0.18%IWF · $18 on $10k

Most income1.32%DFAT · $132 on $10k

Smallest drop−8.3%JAVA · worst fall in 1Y

Held in common1.5%JAVA and DFAT

JAVA

DFAT

JPMorgan Active Value ETF · $7.4BDimensional - US Targeted Value ETF · $31.7B

+20.1%3 years · per year$17,322 · $16,444+18.0%

+11.8%5 years · per year$17,498 · $15,930+9.8%

0.44%Expense ratio$44 · $31 on $10k · lower wins0.31%

1.12%12-mo yield$112 · $132 on $10k1.32%

−8.3%Worst dropSmaller wins−9.6%

12.0%VolatilityLower wins14.8%

4–2JAVA wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJAVA · DFAT

0.6%PFGC0.6%

0.7%TKR0.3%

0.2%CE0.2%

0.2%MOH0.2%

Held in common1.5%

End-of-day Nov 9, 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	AJAVA	JPMorgan Active Value ETFRead Desk	0.44%	1.12%	+2.0%	+18.6%	+23.7%	+20.1%	+11.8%	−8.3%	$7.4B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$31.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AJAVA	JPMorgan Active Value ETFRead Desk	0.44%	1.12%	+2.0%	+18.6%	+23.7%	+20.1%	+11.8%	−8.3%	$7.4B
2	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.32%	+2.4%	+19.3%	+26.4%	+18.0%	+9.8%	−9.6%	$31.7B
3	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JAVA vs DFAT

JAVA

JPMorgan Active Value

$17,498

DFAT

Dimensional - US Targeted Value

$15,930

MeasureJAVADFAT

Fee0.44%0.31%

Cost on $10k a year$44$31

Yield1.12%1.32%

5 years, per year+11.8%+9.8%

3 years, per year+20.1%+18.0%

Worst drop · 1Y−8.3%−9.6%

Volatility · 1Y12.0%14.8%

4–2measures won
JAVA first

1.5%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

Overlap: JAVA, DFAT, IWF

Today

18.2%most shared, JAVA and IWF

JAVADFATIWF

JAVA—1.5%18.2%

DFAT1.5%—0.0%

IWF18.2%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$101most kept, DFAT

DFAT$132 − $31 = $101

JAVA$112 − $44 = $68

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee