LVDS vs DFAT

ALVDS

BDFAT

Measures won3–1LVDS wins · of 6 · 5Y

$10,000 · 5Y$15,974DFAT

Lowest cost0.31%DFAT · $31 on $10k

Most income6.90%LVDS · $690 on $10k

Smallest drop−6.6%LVDS · worst fall in 1Y

Held in common1.8%LVDS and DFAT

LVDS

DFAT

JPMorgan Fundamental Data Science Large Value ETF · $117MDimensional - US Targeted Value ETF · $32.1B

[…]3 years · per year[…] · $16,661+18.5%

[…]5 years · per year[…] · $15,974+9.8%

0.63%Expense ratio$63 · $31 on $10k · lower wins0.31%

6.90%12-mo yield$690 · $135 on $10k1.35%

−6.6%Worst dropSmaller wins−9.6%

10.8%VolatilityLower wins14.7%

3–1LVDS wins

$10,000 · 5 yearsOne scale

Shared top holdingsLVDS · DFAT

0.5%AXTA0.4%

0.6%JAZZ0.3%

0.3%LEA0.3%

0.3%PFGC0.6%

Held in common1.8%

End-of-day Nov 5, 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%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.90%	−2.8%	+22.9%	+27.7%	new	new	−6.6%	$117M

End-of-day Nov 5, 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%	1.35%	−3.1%	+17.0%	+23.5%	+18.5%	+9.8%	−9.6%	$32.1B
2	ALVDS	JPMorgan Fundamental Data Science Large Value ETFRead Desk		0.63%	6.90%	−2.8%	+22.9%	+27.7%	new	new	−6.6%	$117M

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

Cards for this view

LVDS vs DFAT

LVDS

JPMorgan Fundamental Data Science Large Value

[…]

DFAT

Dimensional - US Targeted Value

$15,974

MeasureLVDSDFAT

Fee0.63%0.31%

Cost on $10k a year$63$31

Yield6.90%1.35%

5 years, per year[…]+9.8%

3 years, per year[…]+18.5%

Worst drop · 1Y−6.6%−9.6%

Volatility · 1Y10.8%14.7%

3–1measures won
LVDS first

1.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: LVDS, DFAT

Today

1.8%most shared, LVDS and DFAT

LVDSDFAT

LVDS—1.8%

DFAT1.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$627most kept, LVDS

LVDS$690 − $63 = $627

DFAT$135 − $31 = $104

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee