JLVP vs DFAT

AJLVP

BDFAT

Measures won0–2DFAT wins · of 6 · 5Y

$10,000 · 5Y$16,744DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income1.31%DFAT · $131 on $10k

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

Held in common2.3%JLVP and DFAT

JLVP

DFAT

JPMorgan U.S. Large Cap Value Plus ETF · $28MDimensional - US Targeted Value ETF · $32.1B

[…]3 years · per year[…] · $17,261+20.0%

[…]5 years · per year[…] · $16,744+10.9%

1.21%Expense ratio$121 · $31 on $10k · lower wins0.31%

0.00%12-mo yield$0 · $131 on $10k1.31%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins14.3%

0–2DFAT wins

$10,000 · 5 yearsOne scale

Shared top holdingsJLVP · DFAT

1.3%PFGC0.5%

1.7%TKR0.3%

0.8%NXST0.3%

0.7%CE0.2%

Held in common2.3%

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	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
2	AJLVP	JPMorgan U.S. Large Cap Value Plus ETFRead Desk		1.21%	0.00%	+2.9%	new	new	new	new	[…]	$28M

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	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
2	AJLVP	JPMorgan U.S. Large Cap Value Plus ETFRead Desk		1.21%	0.00%	+2.9%	new	new	new	new	[…]	$28M

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

JLVP vs DFAT

JLVP

JPMorgan U.S. Large Cap Value Plus

[…]

DFAT

Dimensional - US Targeted Value

$16,744

MeasureJLVPDFAT

Fee1.21%0.31%

Cost on $10k a year$121$31

Yield0.00%1.31%

5 years, per year[…]+10.9%

3 years, per year[…]+20.0%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]14.3%

2–0measures won
DFAT first

2.3%

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: JLVP, DFAT

Today

2.3%most shared, JLVP and DFAT

JLVPDFAT

JLVP—2.3%

DFAT2.3%—

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

JLVP$0 − $121 = −$121

KeptFee

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