JLVP vs DFAT5YJLVPJLVPAvsBDFATDFATJPMorgan U.S. Large Cap Value Plus ETF · $29MDimensional - US Targeted Value ETF · $31.7BReturns · dividends in[…]3 years · per year[…] · $15,988+16.9%[…]5 years · per year[…] · $15,937+9.8%Cost and income1.21%Expense ratio$121 · $31 on $10k · lower wins0.31%0.00%12-mo yield$0 · $133 on $10k1.33%Risk · 1 year
Overlap: JLVP, DFAT, VUGToday21.5%most shared, JLVP and VUGJLVPDFATVUGJLVP—2.2%21.5%DFAT2.2%—0.0%VUG21.5%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
JLVP vs DFAT5YAJLVPJPMorgan U.S. Large Cap Value Plus[…]vsDFATBDimensional - US Targeted Value$15,937MeasureJLVPDFATFee1.21%0.31%Cost on $10k a year$121$31Yield0.00%1.33%5 years, per year[…]+9.8%3 years, per year[…]+16.9%Worst drop · 1Y[…]−9.6%Volatility · 1Y[…]14.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7B3AJLVPJPMorgan U.S. Large Cap Value Plus ETFReadDesk1.21%0.00%+0.5%newnewnewnew[…]$29MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1VUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B2BDFATDimensional - US Targeted Value ETFReadDesk0.31%1.33%−0.2%+19.0%+24.8%+16.9%+9.8%−9.6%$31.7B3AJLVPJPMorgan U.S. Large Cap Value Plus ETFReadDesk1.21%0.00%+0.5%newnewnewnew[…]$29MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: JLVP, DFAT, VUGToday21.5%most shared, JLVP and VUGJLVPDFATVUGJLVP—2.2%21.5%DFAT2.2%—0.0%VUG21.5%0.0%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$102most kept, DFATDFAT$133 − $31 = $102VUG$41 − $3 = $38JLVP$0 − $121 = −$121KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee