LPSV vs DFAT

ALPSV

BDFAT

Measures won0–2DFAT wins · of 6 · 5Y

$10,000 · 5Y$15,924DFAT · IWF $15,441

Lowest cost0.18%IWF · $18 on $10k

Most income1.35%DFAT · $135 on $10k

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

Held in common2.0%LPSV and DFAT

LPSV

DFAT

Lone Peak SMID Value ETF · $0MDimensional - US Targeted Value ETF · $30.8B

[…]3 years · per year[…] · $16,470+18.1%

[…]5 years · per year[…] · $15,924+9.8%

0.70%Expense ratio$70 · $31 on $10k · lower wins0.31%

0.00%12-mo yield$0 · $135 on $10k1.35%

[…]Worst dropSmaller wins−9.6%

[…]VolatilityLower wins14.6%

0–2DFAT wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLPSV · DFAT

2.1%COLB0.3%

2.2%SOLV0.3%

4.4%HSIC0.3%

6.0%KBR0.2%

Held in common2.0%

End-of-day Nov 6, 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	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ALPSV	Lone Peak SMID Value ETFRead Desk	0.70%	0.00%	+0.6%	new	new	new	new	[…]	$456K

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BDFAT	Dimensional - US Targeted Value ETFRead Desk	0.31%	1.35%	−0.3%	+16.6%	+22.1%	+18.1%	+9.8%	−9.6%	$30.8B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.39%	+1.3%	−5.3%	−6.5%	+19.4%	+9.1%	−14.6%	$114.6B
3	ALPSV	Lone Peak SMID Value ETFRead Desk	0.70%	0.00%	+0.6%	new	new	new	new	[…]	$456K

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LPSV vs DFAT

LPSV

Lone Peak SMID Value

[…]

DFAT

Dimensional - US Targeted Value

$15,924

MeasureLPSVDFAT

Fee0.70%0.31%

Cost on $10k a year$70$31

Yield0.00%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.1%

Worst drop · 1Y[…]−9.6%

Volatility · 1Y[…]14.6%

2–0measures won
DFAT first

2.0%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: LPSV, DFAT, IWF

Today

2.0%most shared, LPSV and DFAT

LPSVDFATIWF

LPSV—2.0%0.0%

DFAT2.0%—0.0%

IWF0.0%0.0%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$104most kept, DFAT

DFAT$135 − $31 = $104

IWF$39 − $18 = $21

LPSV$0 − $70 = −$70

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee